Lisa Cassidy

Allegiant Financial Services Group

About Us

Lisa Cassidy, a native of Michigan, moved west to San Diego for college and stayed. Lisa was very proficient in computers, designing programs, managing databases and specializing in medical imaging systems. During her technological career, she held positions such as Director of Technology Services, Director of Regulatory Affairs and Senior Product Manager.


Because of her desire to work closely with people and work with them in their transition to retirement, Lisa decided to also transition to her lifelong goal of becoming a retirement planning advisor. Her long-standing desire to help and impact businesses carries over to helping her clients understand and find solutions to their financial needs in retirement.


She founded the firm, Allegiant Financial Services Group to better serve the Colorado and Wyoming areas providing comprehensive financial planning services.


Lisa Cassidy is known for educating and supporting clients as they develop an understanding of strategies that preserve retirement money and create income in both rising and falling markets. With a passion for listening, she is quickly attuned to the challenges clients face in retirement guiding and helping them to make decisions that ensure they will have lifetime income.


Lisa has served as a member of Business Network International and is a registered member of National Ethics Association. She was recently recognized as a top advisor by The Woman Program and is an expert contributor to Annuity.com. 


When Lisa is not meeting with clients, you can find her spending time with her family or volunteering for Hospice. She also enjoys an active Colorado lifestyle outdoors camping, biking, and hiking.  As an active outdoorswoman, Lisa has climbed 26 of Colorado‚Äôs 14,000 ft. mountains. 


Lisa is the proud mother of a son and a daughter and has one granddaughter.


Lisa Cassidy picture

Lisa Cassidy

Allegiant Financial Services Group

225 Union Blvd

Suite 150

Lakewood, Colorado 80228

lisa@allegiantfsg.com

(303) 381-1505

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