Capital Financial Planning Team
Lisa H. Keaton, CFP®, AIF®
Founder, Capital Financial Planning
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional, with more than 30 years in practice, based in Smithtown, New York. She has also earned the Accredited Investment Fiduciary® designation. Prior to directing Capital Financial Planning, Lisa served as manager of the Long Island division of the Financial Planning department of a prominent East Coast bank. For several years, she was also a financial planner for a leading national financial services firm.
Lisa has taught workshops and conducted numerous seminars for senior citizens and women's groups, adult education, and other local organizations. Her comments have appeared in several well-known publications, including the New York Times, Newsday, and Money Magazine.
As a contributing professional in Long Island's financial planning community, Lisa served as president of the Long Island Society of the Institute of Certified Financial Planners. For more than 25 years, Lisa also served as an arbitrator for the American Arbitration Society, hearing investment and securities cases. She is a member of the Financial Planning Association. She holds an MA from Columbia University.
In her practice, Lisa specializes in investment advisory, retirement, and tax planning. She works predominantly with individuals, families, and small businesses.
Peter K. Gawreluk, CFP®
Partner, Capital Financial Planning
Peter K. Gawreluk, a CERTIFIED FINANCIAL PLANNER™ professional, has partnered with Lisa H. Keaton and Capital Financial Planning. Peter has been working with clients in our shared Smithtown office for more than 15 years.
Prior to this, Peter had been with Ernst & Young LLP as a senior financial planner in its Manhattan location. While there, Peter was involved with its National Tax Practice working with a diverse population of financial planning clients both throughout the country and also abroad. Many were employed by such companies as Kimberly-Clark, IBM, Anheuser-Busch, and Merck.
Peter has more than 25 years of professional experience in the financial services industry and holds a degree in economics.
He resides in Shoreham with his wife, Cristina, and his children, Jack, Adam, and Lindsay. When not working, Peter enjoys spending time with his family, playing golf, and fishing the waters off Long Island.
Data and Technology Specialist
Financial Services Assistant
Client Services Assistant