Lisa M. Capizzi, CPA

Lisa Capizzi, CPA, is the CFO and a founding partners of The Platinum Wealth Group. She spends her time working with clients in the areas of tax, estate and wealth planning, creating custom portfolios and strengthening client relationships that meet and exceed their expectations.

I graduated from St. John Fisher College with an accounting degree and started my career with Price Waterhouse Coopers as an auditor and tax preparer. After a few years in public accounting, I tried the world of banking and quickly realized I missed working in the public sector, and returned to public accounting.  For the past 35 years, I developed my accounting practice alongside my partner, Joe Nacca, CPA .

My work with clients not only involves extensive tax planning, but also planning for a future away from their work and creating memories and experiences. 15 years into my CPA career, I became a licensed financial advisor, primarily working with non-attestation clients of our tax practice, focused on developing a trusted financial and tax advisor relationship. Having both designations gives me a unique outlook when it comes to finances and the ability to see tax implications while focusing on my clients wealth and their hard earned assets.

In recent years, I hit the proverbial “jackpot” when I met the leadership team that I work with at The Platinum Wealth Group! Together with Bob Bleier, CPFA, MDRT and our credentialed and highly skilled team, I have been able to provide clients the confidence of knowing their financial plan is both viable, on track and tax efficient.

Any free time I have is precious and spending time with family and friends is a blessing that I treasure. Whether it is spending time doing outdoor activities, lending my help with ADLs, or maybe just chatting over dinner, this time is what truly completes me.