Rockbridge Named #81 on CNBC's Top 100 Fee Only Wealth Mgmt Firms List
Jan 13

Road to Rockbridge

by bdgadmin

Our Rockbridge team is continuing to grow, and as a new member, I would like to take a moment to introduce myself.

My name is Lisa Cellucci.  I was born, raised, and educated right here in Syracuse.  Even as a little girl, I always loved math and numbers.  But maybe even more than math and numbers, I have always loved people.  Whether a person is three, ninety-three, or anywhere in between, I can always find something to talk about with them.  This meant that I was going to have to answer the following question – “What kind of job can you find where you are working with numbers but also communicating with people?”

In high school, business classes were by far my favorite type of classes.  I could say for certain that someday, I wanted to be a businesswoman with some type of business degree, but couldn’t quite pinpoint exactly what I wanted to be doing.  I found myself at Le Moyne College after receiving the Presidential Scholarship, a merit based scholarship that the school offered.  To get the most out of my time at Le Moyne, I double majored in Finance and Business Analytics.  I ended up completing my required coursework early in 2012, and decided I could never have enough education, nor was I ready to be done with college, so I decided to stay at Le Moyne College and earned my MBA in 2014. This allowed me to couple the knowledge I had in finance with a strong business background.

I worked all throughout high school and college.  My first job was at Wegmans, where I worked for six years. I worked my way up through several positions: cashier, service desk, cashier trainer, and service team leader.  As a company, Wegmans is highly focused on customer service, and I think that provided a strong foundation for the rest of my life.  Now, each and every time I come in contact with a client, I want to be sure that they feel their needs are met quickly, efficiently, and pleasantly.  During my undergraduate studies, I interned at a local financial advisor to school districts and municipalities.  I found that I enjoyed what I was doing during the internship, and accepted a job as a financial analyst immediately upon my graduation.  Although I liked what I was doing, after three years, I felt as if there was little room for career growth and wanted to dig deeper in the world of finance by learning new things, gaining experience, and new education.

Lucky for me, I found out that Rockbridge was looking to hire additional financial planners.  After my first interview, I knew Rockbridge was the company for me – I just hoped they liked me as much as I liked them!  One of the most important values that Rockbridge follows is our fiduciary duty to our clients.  No matter what the situation is, we always act in the best interest of our clients.  Because of this, we can stay true to our investment philosophy and help people take the emotions out of their investment decisions.  I am thrilled to be working with individuals as I feel that this type of work is very rewarding. I am hopeful that we bring peace of mind to clients that their money is managed well whether they are young and just starting out or enjoying their golden years – and most of all that we are helping others.

This year, one of my biggest goals here at Rockbridge is to complete my Certified Financial Planner™ certification, which I am currently studying for. Plus, I look forward to working with each of you!

P.S. – My interests outside of work include spending time with family, friends, my dog, Lexi, and my two fur nieces, Mila and Zoey.  I also enjoy volunteering in the community (I teach church school to second graders), supporting our beloved Syracuse Basketball team, and fitness training.

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