What does
Seva mean?
Seva (pronounced see-vah) is a service of love, and also a spiritual word that anyone can sing or chant to inspire greater love and service to all life.* It comes from the ancient Sanskrit language, and is used in Eckankar and several other spiritual paths.
*Harold Klemp (2023). ECKopedia: The Eckankar Lexicon, p. 254
How does the concept of Seva relate to
Fiduciary Wealth Management?
It is this kind of divinely-inspired love, and service to life, that motivates us to do what we do – help you to navigate the complex world of finance and build the life you dream of, by doing what we love to do:
- Getting to know you, your family, and your business or organization very well, through conversations about what matters most to you
- Helping you to clarify your thoughts and feelings about money
- Helping you to lay out your shorter- and longer-term goals for what you would like to achieve, personally and for your business or organization
- Providing you with a personalized, comprehensive, and workable financial plan for investing, growing, and protecting your wealth and the assets of your business or organization
- Helping you to implement the plan through sound, personalized, independent investment strategies and tools for managing your risk
- Making sure your plan is regularly updated to reflect your progress and other important changes in your situation
Meet Lisa McCann, PhD, RFC®, MS, MA, and Lover of Life!
Principal and Wealth Advisor
Hello! I’m Lisa McCann, an independent, fiduciary wealth advisor based in Centennial, Colorado. As the founder of Seva Wealth Management, I help individuals, families, and business owners to build, grow, and protect their wealth, and nonprofits to magnify their impact, through personalized, comprehensive financial planning, sound investment management, tax-efficient strategies, and risk management.
Following a passion: I started working as an investor and trader during the 2020 pandemic, when I made full use of the free time many of us suddenly had at that unique time in history, to pursue a long-held interest in investing. I took a deep dive, first into learning long-term, strategic investing, value and fundamental investing, technical analysis and charting, stock investing, and options trading for long-term wealth accounts. Following my interests, I quickly added many types of shorter-term trading strategies – options trading for swing and day trading, futures (commodities) trading, forex (currencies) trading, and even trading options on futures!
Career shift with purpose: Driven by this keen interest in investing, trading and financial markets generally, I pivoted from a long career devoted to public service, first internationally with the United Nations, and then locally as a consultant with state and local governments and nonprofits in Colorado. I shifted into full-time work, managing and growing my own and my family’s wealth and trading privately in options, futures, forex, and options on futures.
Call to greater service: Several years into my investing and trading career, I began to feel a strong urge to be of greater service to others in addition to my own family, and to help them navigate the complex financial world that I had such a keen interest in, and ability to navigate. Responding to that urge, I expanded into wealth management – helping others to build, grow, and protect their wealth.
I obtained the Series 7, 63 and 65 licenses from FINRA* and NASAA**, and licenses to sell insurance products and annuities in Colorado and other states. I have also attained the Registered Financial Consultant (RFC®) designation, and am enrolled in a Certified Financial Planner (CFP®) training program and working to attain that designation.
Seva Wealth Management is the culmination of this process!
On the academic side, I hold a PhD in Public Affairs, a Masters Degree in Business and Public Administration, a Masters Degree in Social Anthropology, and a BA in Political Science.
My investment and trading education includes numerous extended courses in long-term investing, value and fundamental investing, technical analysis and charting, stock trading, and trading options, futures, forex, and options on futures.
On the personal side: I love climbing, mountain biking, hiking, kayaking, camping, snowboarding, and cross-country skiing – basically about anything one can do that is active and outdoors. I am assisted in these passions by Colorado’s great weather and beautiful scenery.
On the spiritual side, I am an avid spiritual student and love having conversations about spiritual perspectives and experiences, and how these play out in our everyday lives. I love talking with and getting to know people from every walk of life, because we are all Soul – divine sparks of God – having a human experience, even if we don’t know it or feel very divine at every moment!
On the family side, I am happily married to Jack Lile, a retired biochemist, doer and fixer of all things at home, and my loving and lovely companion in life. Together we have five grown kids and three grandchildren. My happiest moments are when spending time with the kids and grandkids, doing anything at all 😊
To learn more about my background and experience, please visit my LinkedIn page and request a connection there!
My background as a licensed investment professional can be found on FINRA’s Brokercheck.
*FINRA is the Financial Industry Regulatory Agency. The Series 7 is the General Securities Representative Exam, a FINRA exam.
**NASAA is the North American Securities Administrators Association. The Series 63 is the Uniform Securities Agent State Law Exam and the Series 65 is the Uniform Investment Adviser Law Exam. Both are NASAA exams.
