Media, speaking & brands
Press & Partners
I’m Lissa, a CERTIFIED FINANCIAL PLANNER® professional, Accredited Financial Counselor®, and financial wellness content creator. I work with brands, media outlets, and organizations to make personal finance more accessible, engaging, and relevant to everyday life.
Represented by The Drive Agency (opens in a new tab)
Credentials



Featured in
Brands I’ve partnered with
Ways to Work Together
Speaking & Events
I thrive at making money conversations more approachable, whether I’m speaking on stage, joining a panel, or leading a workshop. I bring practical advice, personal stories, and a judgment-free approach to help audiences feel more confident about their finances.
Brand Partnerships & Sponsorships
I enjoy working with brands that align with my values and offer something genuinely useful to my audience. From YouTube sponsorships and short-form videos to integrated campaigns and long-term partnerships, I focus on creating engaging, educational content that feels natural and authentic.
Media & Expert Commentary
Looking for a financial expert who can make money topics easy to understand and relatable? I’m always happy to share insights on personal finance, wealth building, financial wellness, and money mindset through interviews, podcasts, articles, and other media opportunities.
Hosting & Content Collaborations
I love a good conversation, especially when there’s a mic or camera involved! Whether it’s hosting an event, moderating a panel, joining a video series, or collaborating with other creators, I enjoy bringing people together and making financial topics engaging, accessible, and even fun.

Topics I Love Talking About
Financial Wellness
Building a healthier relationship with money
Wealth & Confidence
Building wealth and financial confidence
Money Mindset
Abundance, money mindset, and financial behavior
Budgeting Basics
Budgeting and organizing your finances
Investing 101
Investing and wealth-building for beginners
Women & First-Gen Wealth
Personal finance for women and first-generation wealth builders
every talk can be tailored to your audience & event
Where I’ve spoken
USC, UCLA, University of Illinois, FinCon, VidFest, and other organizations and events, as a keynote speaker, panelist, workshop facilitator, and interview guest.
Who I reach
My content is especially focused on women, first-generation wealth builders, and people who want to feel more confident with money, build wealth, and enjoy life along the way.
let's talk
Let’s Work Together
Interested in collaborating, booking me for an event, or featuring me in a story? I’d love to chat!












