Lisa Green
Sunpointe Investments · Bryn Mawr, Pennsylvania
Lisa Green is a fee-only financial advisor at Sunpointe Investments in Bryn Mawr, Pennsylvania. Lisa focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | Bryn Mawr, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2373295 |
| Exams passed | Series 63 (1993) · Series 65 (2017) · Series 66 (1997) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.sunpointeinvestments.com |
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Questions about Lisa
Is Lisa Green a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Sunpointe Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Lisa Green based?
Lisa Green is based in Bryn Mawr, Pennsylvania.
What does Lisa specialize in?
Lisa's specialties include tax planning, estate & legacy planning and family wealth transfer. Lisa works with executives, ultra high net worth and multi-generational families.
Is Lisa Green registered with the SEC?
Yes. Lisa Green is registered as an investment adviser representative in PA (CRD 2373295), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunpointe Investments manage?
Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.
How do I contact Lisa Green?
Through Lisa's website, www.sunpointeinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sunpointe Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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