We are WellFit.
Hello. We’re Greg and Lisa Lane – a husband and wife team committed to our clients’ financial health and well-being.
Greg Lane – CPA, RIA
Greg is a Certified Public Accountant and a Registered Investment Adviser.
He earned his master’s degree in Accountancy (with a Taxation emphasis) from Arizona State University.
Greg’s role at WellFit Financial includes asset management and investment planning.
His other qualifications include having been a CFP® professional for more than thirty years (no longer active), a Professionally Qualified faculty status from the Association to Advance Collegiate Schools of Business, previous host, and moderator of the Surgent Professional Education’s live financial planning webcasts for CPAs and financial planner nationwide, Advanced Communicator designation from Toastmasters International.
Greg was a Community Education Program volunteer for AARP’s Medicare, Social Security, Affordable Care Act, and Identity Theft programs in Arizona.
Lisa Lane – RDN
She has completed the Financial Planner Professional Education Program through the College for Financial Planning (Denver, Colorado).
With Greg’s oversight, Lisa’s role at WellFit Financial includes preparation of required forms and other documents for our clients’ accounts and transactions, assisting clients with accessing and using websites to review their accounts, producing reports, evaluating mutual funds and Exchange Traded Funds for possible inclusion in clients’ portfolios, executing buys and sells for clients’ accounts, involvement in and contributions to client contact as well as other services.
Like Greg, Lisa was a Community Education Program volunteer for AARP’s Medicare, Social Security, Affordable Care Act and Identity Theft programs in Arizona.