Lisa McCanless has been an investment adviser representative at Starr-Mathews Financial since January 2013, and is not listed among the firm’s executive officers or direct owners. Lisa McCanless holds a Bachelor of Arts in Business Administration from Rhodes College.
Starr-Mathews Financial, LLC is a Calhoun, GA firm with $159M under management, 114 clients and 6 advisers across 2 offices, as of its March 2026 filing.
Lisa McCanless offers benefits consulting and third-party plan administration at Starr-Mathews Financial, LLC, and specializes in creating and monitoring customized retirement plan strategies. Her client base has ranged from Fortune 500 employers to those sponsoring small, unaudited plans. Before establishing her own practice, she was responsible for the pension segment of a regional accounting firm; earlier she held accounting positions with Georgia-Pacific Corporation.
- Starr-Mathews Financial, LLCCurrent– present · 13 yearsCalhoun, GA · Adviser representative · Firm CRD 166199
Professional designations
Listed by Starr-Mathews Financial
- Certified Financial Planner™ (CFP®)
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Lisa McCanless is registered as an investment adviser representative in Georgia, since January 2013.
- GeorgiaSince 16 January 2013
Examinations
No examinations are on Lisa McCanless’s record.
- Full name
- Lisa Jeanette McCanless
- CRD
- 5367200
- Firm
- Starr-Mathews Financial · CRD 166199
- Office
- 215 NORTH PIEDMONT STREET, Calhoun, GA 30701
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- starrbenefits.com
Where does Lisa McCanless work?
Lisa McCanless is an investment adviser representative registered through Starr-Mathews Financial, LLC since January 2013, and is not listed among the firm’s executive officers or direct owners.
Is Lisa McCanless a financial advisor?
Yes. Lisa McCanless has a current investment-adviser registration in Georgia, through Starr-Mathews Financial since January 2013.
How many years of experience does Lisa McCanless have?
Lisa McCanless has 13 years in the financial industry, since January 2013, across 1 adviser firm.
Where is Lisa McCanless based?
Lisa McCanless’ registered office is in Calhoun, GA.
Is Lisa McCanless registered with FINRA?
No. Lisa McCanless has no current broker registration.
Is Lisa McCanless a CFP?
Starr-Mathews Financial lists Lisa McCanless with the CFP credential (“Certified Financial Planner™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Lisa McCanless’ record?
Search CRD 5367200 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa McCanless’ full registration record.
