Lisa Germano, CPA, J.D., has spent her career at the intersection of business strategy, financial planning and employee empowerment — helping companies design retirement plans that do more than just check a compliance box. With a unique blend of legal and financial expertise, Lisa has guided organizations in using smart plan design as a tool to drive real behavioral change and long-term financial wellness for their employees.
Now, with the wisdom that comes from decades of experience, Lisa reflects on the critical conversations that were often missing — the deeper discussions that truly engage plan participants and inspire them to envision and prepare for their future. Her mission today is clear — to help individuals and companies build a culture of planning that supports what she calls "simply the best time of your life" — a retirement that’s not just financially secure, but personally fulfilling.