Lisa  Calongne, AAMS® CEPA®

Lisa Calongne, AAMS® CEPA®

Owner/President

Lisa has spent her entire thirty-five year career in the financial arena.  After graduating from LSU with a Bachelor’s degree in Finance, she worked with small and medium sized businesses and their owners in an outside CFO capacity.  For 26 years she helped owners grow their businesses, optimize their profits and plan for the next stage of their lives, both personally and professionally.  Having a desire to help them with all aspects of their financial life, in 2015 Lisa joined a national investment firm and earned her Series 7 and Series 66 licenses and subsequently her AAMS certification in 2020.  While enjoying her new career path, she really missed being a business owner as well as other aspects of her previous career. 

In July of 2023, Lisa started Luminary Wealth Management, LLC (LWM), enabling her to broaden the scope of services offered to both individual and business clients utilizing her decades of experience.  LWM is a holistic wealth management firm that helps clients achieve their financial goals by providing customized financial planning, investment strategies and services, estate planning strategies and business exit strategies all while focusing on tax efficiency. 

Our clients will consistently experience personalized service as Lisa prides herself on understanding her clients' goals, needs and concerns; knowing their families; and helping them achieve their long-term financial objectives.  Always having a desire to expand her knowledge and better assist her clients, Lisa earned her Certified Exit Planning Advisor (CEPA) certification in January of 2024.

When not at the office, Lisa enjoys spending time with her family and friends and helping out in her community.  She and her husband, Chris, have an amazing daughter, son-in-law and 4 energetic grandchildren along with a wonderful son.  Lisa also enjoys cooking, reading, boating and traveling with both family and friends.  Through the years Lisa has been the president of St. Philip Neri Ladies Co-Op, a room mom, fair booth captain, chairperson of Mount Carmel Academy Father-Daughter Dance, a mentor and volunteer with Dress For Success, past president of the Rotary Club of Metairie, member of Cancer Crusaders and a member of St. Clement of Rome Grandparents Club.