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

  • CERTIFIED FINANCIAL PLANNER® professional
  • Accredited Financial Counselor®
  • Trauma of Money™ Certified Practitioner

Featured in

  • The Wall Street Journal
  • Nasdaq
  • U.S. News & World Report
  • Investopedia
  • Reader's Digest

Brands I’ve partnered with

  • H&R Block
  • Penguin Random House
  • Aura
  • ZenBusiness

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.

Lissa speaking into a microphone on a panel

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!