Lisa has more than 30 years of experience in the financial services industry. She aims to connect with clients by understanding each person’s unique needs, concerns and goals, and has a passion for helping them create a financial plan that is truly attuned to their lives.
Lisa holds the professional designations of Chartered Retirement Planning Counselor™, Chartered Financial Consultant®, Chartered Life Underwriter® and Chartered Advisor for Senior Living®. As a result, her areas of expertise include comprehensive financial planning, retirement planning, asset preservation, risk management, insurance planning and estate planning.
Lisa was born in the United States and raised in Mexico City as a child and teen. She is fluent in both Spanish and English and today lives in Santa Fe, New Mexico, guiding and assisting clients there. She frequently returns to California to continue working and caring for all clients in the Golden State. The team has nurtured a warm and familiar atmosphere over time, and Lisa finds great pleasure in serving each client.
When not working, Lisa and her husband can be found exploring all of the beautiful scenery around them.