Lia Bertelson, CFP®

Lia is passionate about helping people make financial decisions designed to help them get the most benefit from their hard work.  In addition to her duties serving clients, Lia spearheads Together Planning’s efforts to systematize investment management and financial processes, which has allowed Together Planning to serve significantly more people.

After graduating from UNC with a degree in Business Administration in 1999, Lia moved to Atlanta for a job in corporate banking. There, she developed skills in analyzing financial statements and evaluating credit worthiness of a wide variety of companies. She loved seeing how things are made on factory tours, but she finds her current work with individuals and families to be more meaningful and personally rewarding.

Lia became an investment advisor with Together Planning in 2016 and earned the CERTIFIED FINANCIAL PLANNER™ designation in 2018. She is a member of the National Association of Personal Financial Advisors.

Lia lives in Roswell, Georgia with her husband Mike and their two sons. On the weekends, you can find her running in the woods, watching the boys play golf, or traveling to meet their goal of visiting all fifty states together.