Lisa | Accredited Counselor | Capital Financial Planners MD

Lisa Whitley AFCⓡ

Accredited Financial Counselor

Lisa Whitley is an Accredited Financial Counselor (AFCⓡ) and Chartered Retirement Planning Counselor (CRPCⓡ).

After an 18-year career as a Foreign Service Officer with the United States Agency for International Development (USAID), Lisa switched gears and became a personal finance coach in 2019.

Since then, she has counseled hundreds of people on topics such as budgeting, debt, retirement, housing, paying for education, and more. She has established her own firm, MoneyByLisa, a Registered Investment Advisor domiciled in the District of Columbia.