Lisa Petrie, CFP®
Managing Director
Lisa Petrie is the founder of The Petrie Group of TSG Wealth Management. As a group their mission is to provide objective and timely financial advice and guidance with the highest level of professional service. Lisa focuses on providing wealth management solutions to entrepreneurs, business owners and active families.
Together with her team, Lisa helps the affluent address issues such as preserving wealth, growing assets, tax efficient investing, liability management and charitable giving. Through a long term investment approach The Petrie Group helps enable clients to feel secure and confident in their financial choices.
The Petrie Group, led by Lisa, has successfully guided the financial needs of wealthy families for over 30 years. A graduate of the University of California, Lisa is a CERTIFIED FINANCIAL PLANNER® professional and a Managing Director at TSG Wealth Management. She has conducted workshops at Fortune 500 companies and has been featured several times during her career in the Wall Street Journal for her knowledge of investment planning. From 2008 to 2024 Barron’s has named Lisa as one of the Top 100 Women Advisors. Lisa has been recognized by Forbes as one of America’s Top Women Wealth Advisors from 2018 to 2024 as well as a Best-In-State Wealth Advisor from 2022 to 2024.
In addition to her professional affiliations, Lisa is very active in the philanthropic community. She is currently lending her time and experience with the Parasol Tahoe Community Foundation. She has also been involved with the Roessler-Chadwick Foundation Group, the Long Beach Public Library Foundation, Boys & Girls Clubs and the Junior League where she held leadership roles.
Lisa and her husband, Mark, have two grown children, Ryan and Alexa. They all enjoy the outdoors together including hiking, golfing, boating and going to the beach.
NV Insurance License #3527083. CA Insurance License #0A53167. Resident State: NV.
2024 Barron’s Top 100 Women Advisors: Awarded July 2024; Data Compiled by Barron’s based on the time period from Apr. 2023 – Mar. 2024 (Source: Barrons.com). 2023 Barron’s Top 100 Women Advisors: Awarded June 2023; Data Compiled by Barron’s based on the time period from Apr. 2022 – Mar. 2023. 2022 Barron’s Top 100 Women Advisors: Awarded June 2022; Data Compiled by Barron’s based on the time period from Apr. 2021 – Mar. 2022. 2021 Barron’s Top 100 Women Advisors: Awarded June 2021; Data Compiled by Barron’s based on the time period from Apr. 2020 – Mar. 2021. 2020 Barron’s Top 100 Women Advisors: Awarded June 2020; Data Compiled by Barron’s based on the time period from Mar. Apr. – Mar. 2020. 2019 Barron’s Top 100 Women Advisors: Awarded June 2019; Data Compiled by Barron’s based on the time period from Apr. 2018 – Mar. 2019. 2018 Barron’s Top 100 Women Advisors: Awarded June 2018; Data Compiled by Barron’s based on the time period from Apr. 2017 – Mar. 2018. 2017 Barron’s Top 100 Women Advisors: Awarded June 2017; Data Compiled by Barron’s based on the time period from Apr. 2016 – Mar. 2017. 2016 Barron’s Top 100 Women Advisors: Awarded June 2016; Data Compiled by Barron’s based on the time period from Apr. 2015 – Mar. 2016. 2015 Barron’s Top 100 Women Advisors: Awarded June 2015; Data Compiled by Barron’s based on the time period from Apr. 2014 – Mar. 2015. 2014 Barron’s Top 100 Women Advisors: Awarded June 2014; Data Compiled by Barron’s based on the time period from Apr. 2013 – Mar. 2014. 2013 Barron’s Top 100 Women Advisors: Awarded June 2013; Data Compiled by Barron’s based on the time period from Apr. 2012 – Mar. 2013. 2012 Barron’s Top 100 Women Advisors: Awarded June 2012; Data Compiled by Barron’s based on the time period from Apr. 2011 – Mar. 2012. 2011 Barron’s Top 100 Women Advisors: Awarded June 2011; Data Compiled by Barron’s based on the time period from Apr. 2010 – Mar. 2011. 2010 Barron’s Top 100 Women Advisors: Awarded July 2010; Data Compiled by Barron’s based on the time period from Apr. 2009 – Mar. 2010. 2009 Barron’s Top 100 Women Advisors: Awarded June 2009; Data Compiled by Barron’s based on the time period from Apr. 2008 – Mar. 2009. 2008 Barron’s Top 100 Women Advisors: Awarded June 2008; Data Compiled by Barron’s based on the time period from Apr. 2007 – Mar. 2008. View Award Disclosures
2024 Forbes Top Women Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Top Women Wealth Advisors: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. 2021 Forbes Top Women Wealth Advisors: Awarded March 2021; Data compiled by SHOOK Research LLC based on the time period from 9/30/19 – 9/30/20. 2020 Forbes Top Women Wealth Advisors: Awarded April 2020; Data compiled by SHOOK Research LLC based on the time period from 9/30/18 – 9/30/19. 2019 Forbes Top Women Wealth Advisors: Awarded April 2019; Data compiled by SHOOK Research LLC based on the time period from 9/30/17 – 9/30/18. 2018 Forbes Top Women Wealth Advisors: Awarded May 2018; Data compiled by SHOOK Research LLC based on the time period from 9/30/16 – 9/30/17. View Award Disclosures
2024 Forbes Best-in-State Wealth Advisors: Awarded February 2024; Data compiled by SHOOK Research LLC based on the time period from 9/30/22 – 9/30/23 (Source: Forbes.com). 2023 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2023; Data compiled by SHOOK Research LLC based on the time period from 9/30/21 – 9/30/22. 2022 Forbes Top Women Wealth Advisors Best-in-State: Awarded February 2022; Data compiled by SHOOK Research LLC based on the time period from 9/30/20 – 9/30/21. View Award Disclosures