Lisa Raye Hund

MBA, ChFC, CExP
Financial Advisor
Connect with Lisa Raye Hund
lisa_hund@cplanning.com

Office Location:
6115 Park S Drive
Suite 200
Charlotte, NC 28210

Lisa Raye Hund is an experienced financial advisor and entrepreneur with nearly three decades of experience helping individuals, families, business owners, and retirees navigate important financial decisions. As the founder and president of her practice and a financial professional since 1997, Lisa Raye has built her career around delivering personalized guidance rooted in education, collaboration, and long-term planning. A graduate of Winthrop University, where she earned two Bachelor of Arts degrees and later an MBA, she is committed to professional excellence and lifelong learning. Her advanced credentials include the Chartered Financial Consultant® (ChFC®) and Certified Exit Planning Advisor® (CExP®) designations, along with FINRA Series 7, 63, and 65 registrations and Life, Health, and Long-Term Care insurance licenses. 

Lisa Raye believes that successful financial planning begins with understanding people rather than focusing solely on products. She works closely with clients to develop customized strategies that align with their values, goals, and lifestyles. Through a thoughtful, step-by-step planning process, she helps clients create sustainable cash flow, protect their assets, manage risk, and prepare for a confident future. Drawing on a network of experienced specialists and respected financial institutions, Lisa Raye provides comprehensive solutions in retirement planning, wealth management, business planning, estate planning, and exit planning, all while maintaining the personalized attention and care her clients value. 

Beyond her professional accomplishments, Lisa Raye is deeply committed to her community and the causes she cares about most. She has volunteered with numerous nonprofit organizations throughout the Carolinas, served on the Winthrop University Executive Alumni Association Board, and actively supports initiatives focused on education, youth development, and community growth. Outside the office, she enjoys performing on the trumpet with musical ensembles and her church, spending time on the water, traveling, and cheering on her beloved Winthrop Eagles. She also treasures any opportunity to return to her hometown of Charleston, South Carolina, where family, friends, and lifelong memories continue to inspire her. For more information, visit Lisa Raye Hund’s website. 

 

 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4404415.