Lisa Spadoni

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CFP®, APMA®, CRPC®, CLTC®, NSSA®

Financial Planner

Office: 608-831-3230
lisa.spadoni@goldsteinadvisors.com

Schedule Appointment

Meet Lisa

Growing up, Lisa observed many families who struggled financially as a result of poor planning, poor choices, and incorrect advice. She carried the impact of those stories with her and they became the driving motivation for Lisa to empower others with the information they need to make better financial decisions.

Lisa joined the Goldstein team as a Financial Planner in 2013. Prior to entering the financial services industry in 2009, Lisa spent 19 successful years in the printing industry.

Lisa has a Bachelor of Business Administration in Business degree from the University of Wisconsin-Oshkosh. Committed to leading by example, a college degree was only the beginning. Lisa prioritizes education and dedication to the profession as evidenced by the many credentials validating her deep industry knowledge.

You’ll find Lisa with her husband and her son when she isn’t helping people with their finances. She enjoys a good campfire, a morning spent at the farmer’s market, seeing a show at the Overture Center, baking, and gardening. She is deeply invested in the community and actively looks for ways to give back through various charitable organizations and also enjoys attending local chamber events.

Areas of Focus

Retirement Plans (Individual & Business)
Asset and Wealth Management
Tax Planning
Insurance & Long-Term Care Strategies
Family Social Security Benefits
Family Financial Planning

Professional Designations & Associations

Certified Financial Planner Professional (CFP^®)
Accredited Portfolio Management Advisor (APMA^®)
Chartered Retirement Planning Counselor (CRPC^®)
Certified Long-Term Care Specialist (CLTC^®)
National Social Security Advisors Certificate (NSSA^®)
Member, Financial Planning Association
Member, St. Maria Goretti Parish
Past Board Member, Madison4Kids
Past Ambassador, Greater Madison Chamber of Commerce
Past Board Member, The Business Forum

Securities offered through Kestra Investment Services, LLC (Kestra IS), Member FINRA /SIPC
Investment advisory services offered through Goldstein Advisors, LLC
Goldstein Advisors, LLC and Bluespring Wealth Partners LLC are affiliates of Kestra IS. Investor Disclosures.

Check the background of this firm on FINRA's BrokerCheck.

Goldstein Advisors, LLC does not offer tax or legal advice. Please seek guidance before making decisions about your unique tax and financial situation. Converting a traditional IRA to a Roth IRA is a taxable event and could result in additional impacts to your personal tax situation, including the taxation of current social security benefit payments. Be sure to consult with a qualified tax advisor before making any decisions regarding your IRA.

Goldstein Advisors, LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser does not constitute an endorsement of the firm by the SEC nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. Asset allocation and diversification do not ensure or guarantee better performance and cannot eliminate the risk of investment losses. Content on this website should not be construed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Lisa Spadoni

Meet Lisa

Areas of Focus

Professional Designations & Associations

Madison Office

Hours