Lisa Allen

Lisa Allen is the Chief Executive Officer of the Financial Transitionist Institute, an internationally recognized firm with a 25-year history of equipping financial advisors with the insights, strategies, and tools necessary to help clients navigate life’s most significant transitions. Prior to joining FTI, Lisa was Chief Revenue Officer for Advisor2X, a firm which hosted national conferences for financial advisors and provided private label event services for broker-dealers and RIAs. She spent nearly a decade working for the American Retirement Association, starting in sales and subsequently serving as the Chief of Sales and Marketing. She has worked in the industry for over 25 years, gaining expertise in compliance, advisory services, sales, marketing, and operations. She resides in Wilmington, North Carolina, where she enjoys living the dream in a beachside town with her husband and dog Emma. She is a Patriots and Red Sox fan, a Peloton fanatic and a lover of all things personal wellness.