Menu
 
 
 

Lisa Barstow

AIF®, QKA®

Plan Advisor, Manager

Professional Experience

Lisa joined Sentinel Benefits & Financial Group in 2020 as a Retirement Plan Advisor. In this role, she works directly with plan sponsors in helping them manage their fiduciary risk by implementing best practices in investment oversight and fiduciary governance. She helps clients and their employees become better prepared for their financial future through the design, implementation, communication, and administration of qualified and non-qualified retirement plans.

Lisa brings twenty years of investment experience to Sentinel, providing a wide variety of industry expertise and a unique perspective to the team.
 

Educational Background and Certifications

  • Villanova University, Villanova, PA - Bachelor of Science in Business Administration: Finance
  • FINRA Series 65
  • Qualified 401(k) Administrator (QKA)
  • Accredited Investment Fiduciary®  (AIF®)

Hometown

Medford, MA

Out of the Office

Lisa enjoys cooking, traveling and cheering her three children on from the sidelines.

LinkedIn Email Lisa Barstow

You are about to leave our website

You are now leaving the website of Sentinel Pension Advisors, Inc. ("Advisor") and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored by Schwab. Schwab has no responsibility for the content of Advisor's website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchaseor sell any security.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.

You are about to leave our website

If you would like to continue to another site, please click continue below.

Continue

To return to our website, click on the X (right-top), or anywhere outside this box.