Lisa | Certified Financial Planner | GEM Asset Management

Lisa Carey CFP®

Lisa joined GEM in 2012. Lisa graduated from Central Michigan University with a Bachelor of Science in Business. She is a CERTIFIED FINANCIAL PLANNER® practitioner. She also holds the Chartered Retirement Planning Counselor™ certification for financial planning professionals specializing in helping clients plan for retirement. Lisa enjoys spending time with her family in school, church, and sports activities.


Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.