Isabelle M. Lance
CFP®, ChSNC®
Financial Advisor
Being a financial advisor to me is not just about the numbers. It's about building relationships and helping people build the knowledge and perspective to make informed decisions about their future.
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Isabelle “Belle” (Pierpont) Lance serves as a financial advisor at our Rockford, Illinois, headquarters, where she helps individuals and families navigate complex financial decisions.
As a CERTIFIED FINANCIAL PLANNER® professional and Chartered Special Needs Consultant® (ChSNC®), Belle helps individuals, families, and caregivers navigate comprehensive financial planning needs. She focuses on wealth transfer and philanthropy, proactive income and estate tax planning, retirement cash flow projections, retirement income optimization, insurance analysis, debt management, education funding, and planning considerations for families with special needs.
Belle began her career in financial services in 2023. She graduated cum laude from Illinois State University with a bachelor’s degree in finance and a minor in financial planning. She also completed the Rockford Chamber of Commerce’s Leadership Rockford program in 2024 and serves on the President’s Leadership Council for the Rosecrance Foundation.
When she’s not working with clients, Belle enjoys reading, spending time outdoors, and traveling to visit friends and family across northern Wisconsin and central Illinois. On weekends, she often cheers on her husband, Brandon, at dirt racing tracks throughout the Midwest.
Articles &
Media
Education &
Designations
- Illinois State University
Bachelor of Science in Finance with a minor in Financial Planning, cum laude - CERTIFIED FINANCIAL PLANNER® professional
- Chartered Special Needs Consultant® (ChSNC®)
Affiliations &
Community Service
- Leadership Rockford – Class of 2024
- Rosecrance Foundation – President’s Leadership Council member
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.