Lisa Whelan
CPA
Senior Manager, Assurance
Services: Audit, Employee Benefit Plan Audit

Lisa has over 25 years of experience providing auditing and advisory services to all types of employee benefit plans, including 401(k), Profit Sharing, 403(b), ESOP, Defined Benefit and Health and Welfare plans. She has been a team member on multiple employee benefit plan audit internal inspections and peer review engagements. She has developed and delivered training for employee benefit plans, including being a facilitator for the AICPA Employee Benefit Plan Audit Workshop.
Lisa Whelan holds an active CPA license in California.
Interesting tidbit
Lisa spends all her free time with her best pals and rescue mutts – Sunshine, Daisy and Brutus.
Certifications
Certified Public Accountant
Community
- Member – California Society of Certified Public Accountants (CalCPA)
- Member – American Institute of Certified Public Accountants (AICPA)
Education
BA/Accounting – Sonoma State University
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