Lisa A. Orro

Member, Director of Tax Services

Lisa has been with the Weiss Advisory Group since 2006, and is our lead tax specialist. She began her accounting career as a staff accountant for Avon Products, Inc. She then moved into the public accounting sector, and prior to joining our firm, worked for two local CPA firms, both based in Westchester County.

Lisa holds a Bachelor’s Degree in Accounting from Pace University. She has over twenty years of experience, working closely with individuals and small businesses to deal with all areas of accounting and tax planning. Lisa is also a public notary and currently working on becoming an enrolled agent.

Richard F. Weiss, CFP®, CHFC®, CPA, PFS®, CEP®, CLU®

Founder

• Richard serves as a consultant to Weiss Financial Group.
• He is a 2012, 2013 and 2014 Five Star Wealth Manager recipient.
• In addition to his role as consultant to Weiss Financial Group, he sits on the Board of Directors for the Putnam County Savings Bank and Putnam County Housing.
• Richard holds a Bachelor of Business Administration degree in accounting from the City University of New York.
• Having served clients as a financial services professional for decades, his list of credentials includes: CERTIFIED FINANCIAL PLANNER® (CFP®), Chartered Financial Consultant® (ChFC®), Personal Financial Specialist (PFS®), Chartered Life Underwriter® (CLU®) and Certified Public Accountant (CPA).

Keith D. Weiss, CFP®, MBA

Managing Member

I consult with Individuals & Small Business owners to navigate the complex areas of tax law.

I am an Advisor that provides honest & transparent solutions. As a CFP, I have a fiduciary responsibility to my clients; a responsibility that I wear as a badge of honor.  Finding solutions that are in the best interest of my clients is paramount.

What makes me Different

I am passionate about educating & empowering my clients. My career began as an Educator, an experience that has helped me refine my skill of simplifying complex concepts. Knowledge is a key to empowerment; educating oneself is the process.

My work fills me with joy. I love helping my clients reach their goals, understand something they didn't before, solve their financial problems & inquiries, assist them through their tough times, and be a trusted advisor for them. I love working with my team at Weiss Group; I look forward to Monday's and feel sad on Friday's.

Working with people that have deep passion for their work is rare. This is a family office with an informal vibe. We offer smart solutions without the pomp & circumstance. We pride ourselves on education & empowerment. That is what you get with me & Weiss Group...

Specialties

• Investment Management
• Qualified Retirement Plans
• Retirement Planning
• College Education Planning
• Retirement Income Investing
• Help with 401(k) & 403(b) Plans
• Budgeting
• IRAs
• Dealing with Stock Options