MAGIS - Key Persons
Job Titles:
- Technician
- Chartered Retirement Planning Counselor
- Technician ( ACMT )
Certified as a Chartered Retirement Planning Counselor (CRPC®) by the College for Financial Planning. He specializes in partnering with clients to create a plan, and effectively manage their finances, so that they can properly prepare to enter, and thrive, during their retirement years.
Job Titles:
- Financial Consultant
- Vice President
Lisa Karlin has 30+ years of experience in the investment, retirement plan, and insurance arenas providing customized financial solutions for individuals and businesses. To provide the highest level of service, Lisa works closely with her clients' attorneys, accountants, and third-party administrators to implement a consultative approach.
Dedicated to providing exceptional service and personal attention, Lisa understands that establishing a financial plan is not a one-time occurrence, but rather an ongoing process. She works with her clients on a continual basis - monitoring investment performances and staying abreast of changing personal circumstances, the ever-changing regulatory environment, and broader market conditions.
Lisa believes that the key to a successful financial strategy is the implementation of a disciplined and objective process delivered with transparency and integrity. With the support of the talented staff at MAGIS Financial Partners, she has built lasting relationships with clients.
In addition to being an AIF® designee, Lisa is a Certified Employee Benefits Paralegal. Lisa maintains the following registrations - Series 7 (General Securities Representative), Series 63 (Uniform State Securities Agent), and Series 65 (Uniform Investment Advisor).
Job Titles:
- Financial Consultant
- Vice President
Employed in the financial services industry since 2011, Matthew Ligman has a background in institutional investment consulting, research, and compliance. Matthew started his career at The Bank of New York Mellon focusing on personal securities trading, insider trading, and securities fraud. He then moved on to PNC Bank where he served as a Senior Retirement Plan Advisor, working with plan sponsors, retirement education consultants, legal counsel, accountants, and plan administrators, as part of the firms Institutional Asset Management segment. Prior to Joining MAGIS, Matthew lead retirement research and product development efforts for defined contribution plans at a consulting firm in the Greater Philadelphia region.
Job Titles:
- Registered Client Associate
Job Titles:
- Financial Consultant
- Vice President
Sean Ryan has a well-rounded background within the investment and financial services industries. He has managed assets for high-net worth individuals and institutions; and he has served as a consultant with several top-investment advisors.
Job Titles:
- Financial Consultant
- Vice President