CHANGE THE FACE OF WEALTH MANAGEMENT.
CHANGE THE WORLD.
Lisa Cregan founded The Climb-Pause-Lift Foundation (CPL) in order to change the world by guiding a community of driven female college athletes into successful careers within the wealth management industry. This community lives by the CPL Mantra:
CLIMB the ranks of the wealth management industry, PAUSE to look outward, and turn to LIFT the next woman to join us!
"Sports teaches you valuable lessons in life and in business and Lisa Cregan’s Climb Pause Lift Foundation is paving the way for athletes to have a new career in financial services. As an athlete, you understand the importance of being driven by results, being part of a team and keeping your focus on the prize. You know the difference between involvement and commitment and Lisa’s proven coaching track record can help you translate those sports skills into success as a Financial Advisor. With Lisa’s guidance, you can create a stronger future with increased mobility and choice, giving you the freedom to be a champion in business and in life."
Billie Jean King
Former Tennis World #1, Sports icon, Equality Champion, Founder of the Women's Sports Foundation and Billie Jean King Foundation, Recipient of the Presidential Medal of Freedom, Adidas Global Ambassador
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WHY FEMALE ATHLETES?
Your competitive nature, your ability to work on a team, and the resilience you’ve developed as an athlete make you one of the best candidates for success in wealth management. The financial power that women have in this country is vast and expanding rapidly. There is a huge and growing need for female Financial Advisors.
WHY WOULD I WANT A CAREER IN WEALTH MANAGEMENT?
You Make a Difference
You Effect Change
It's Competitive
You Work on a Team
You Solve Problems
It's Rewarding & Lucrative
You do not need a Finance degree to become a Financial Advisor. We can teach you what you need to know about our industry. What is nearly impossible to teach, and difficult to find, is what you've already developed as a competitive athlete
OUR FOUNDER, LISA CREGAN, KNOWS WHAT IT TAKES
Over her decades of experience, Lisa has found that the combination of resilience, competitive fierceness, and determination you already possess as a female athlete are the differentiating factor for those who go on to thrive in a career as a Financial Advisor.
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A career that is not only personally rewarding and flexible, but can also be quite lucrative.
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A career in which you are given the opportunity to develop multi-generational relationships with families.
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A career that makes a difference in your clients' lives by helping them build generational wealth and make a difference in their communities and the philanthropies they support.
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A career that is team-based and in which you are compensated based on your efforts.
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A career that allows you to create the life you envision for yourself while also supporting your community and your philanthropic passions.
"As I “Pause” and think about all of the reasons I am grateful for Lisa, I think about how she is not only an exemplary trailblazer to look up to but continuously gives back. She truly believes in the power of women working together and sees the potential of focusing on the female athlete population through her CPL Foundation. Lisa is an example for all of us to follow and support as we continue to grow this enormous group of leaders. "
Taylor Cutcliff, CFP®, CDFA®
Morgan Stanley Financial Advisor
Former Captain, Seton Hall Women’s Soccer
OUR FOUNDER.
YOUR ADVOCATE.
Lisa Cregan competed as an equestrian athlete at the most advanced levels and has over 40 years of experience blazing trails and opening doors for women within the wealth management industry. Her deep and documented ability to identify and develop the best talent led her to her current position as Head of Field Leadership Readiness and Acquisition for Morgan Stanley.
Lisa founded the Climb-Pause-Lift Foundation to develop a community of women who embrace, live out and share her mantra to Climb-Pause-Lift: Climb the ladder of success; Pause and look outward in recognition of those who have given you support; and, in turn, Lift someone coming behind you.