Lisa Spadoni, CFP®

Lisa Spadoni is a Wealth Advisor in Madison. Growing up, Lisa watched families struggle financially because of poor planning, poor choices, and incorrect advice. She carried those stories with her, and they became the reason she does this work: giving people the information they need to make better financial decisions.

Lisa joined Goldstein Advisors as a financial planner in 2013, four years after entering financial services in 2009. Before that she spent nineteen years in the printing industry.

Lisa’s practice covers retirement plans for individuals and businesses, wealth management, tax planning, insurance and long-term care strategies, and Social Security benefits for families. She holds a Bachelor of Business Administration from the University of Wisconsin-Oshkosh, and her credentials include the CFP®, APMA®, CRPC®, and NSSA® designations.  Her community work includes past board service with Madison4Kids, past Business Forum and past ambassadorship with the Greater Madison Chamber of Commerce.

When she is not helping people with their finances, you will find Lisa with her husband and her son. She enjoys a good campfire, a morning at the farmers’ market, a show at the Overture Center, baking, and gardening.  Lisa is also involved in the community supporting St. Vincent DePaul and their Vincentian group at St. Maria Goretti.