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$5.9+ trn
UBS Group invested assets
As of 06/30/2024
Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.
Managing Director–Wealth Management
Private Wealth Advisor
As a Managing Director with over 30 years of experience in the securities industry, Lisa brings a high level of expertise to the challenges faces by high net worth individuals, families, corporate retirement plans, and foundations. By guiding her clients through the complex planning process, Lisa provides unique solutions throughout the wealth accumulation, distribution, and into the bequest and multi-generational planning process. Her work includes the tax efficient management and distribution of trust and retirement plan assets, maximizing social security benefits, equity compensation plans, and portfolio management. She has conducted corporate seminars at Fortune 500 companies and been featured in various publications including The Wall Street Journal, Forbes, On Wall Street, Fortune Magazine, and The Los Angeles Times.
Lisa is a graduate from California State University, Dominguez Hills and has worked at UBS (formerly Paine Webber) for 25 years. Her credentials include the Certified Financial Planner designation, Certified Investment Management Analyst designation from The Wharton School, and Certified Retirement Plan Specialist designation.
Lisa serves as a mentor for the Youth Leadership Council at Operation Jump Start and as a member of the Board of Directors for Memorial Medical Center Foundation locally in her community. Lisa lives in Long Beach with her husband of 28 years and their family of four rescue cats and dogs.
Lisa holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0A41843).
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
Managing Director–Wealth Management
Private Wealth Advisor
As a Managing Director with over 30 years of experience in the securities industry, Lisa brings a high level of expertise to the challenges faces by high net worth individuals, families, corporate retirement plans, and foundations. By guiding her clients through the complex planning process, Lisa provides unique solutions throughout the wealth accumulation, distribution, and into the bequest and multi-generational planning process. Her work includes the tax efficient management and distribution of trust and retirement plan assets, maximizing social security benefits, equity compensation plans, and portfolio management. She has conducted corporate seminars at Fortune 500 companies and been featured in various publications including The Wall Street Journal, Forbes, On Wall Street, Fortune Magazine, and The Los Angeles Times.
Lisa is a graduate from California State University, Dominguez Hills and has worked at UBS (formerly Paine Webber) for 25 years. Her credentials include the Certified Financial Planner designation, Certified Investment Management Analyst designation from The Wharton School, and Certified Retirement Plan Specialist designation.
Lisa serves as a mentor for the Youth Leadership Council at Operation Jump Start and as a member of the Board of Directors for Memorial Medical Center Foundation locally in her community. Lisa lives in Long Beach with her husband of 28 years and their family of four rescue cats and dogs.
Lisa holds FINRA Series 7 and 63 & 65 securities licenses and is a licensed California insurance agent (CA License #:0A41843).
Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures.
Education
Credentials
24 questions for the '24 US election
Election day is fast approaching and the outcome could impact your portfolio. Connect with us for election insights and investment strategies that may be right for you.
The latest ElectionWatch report from our Chief Investment Office answers 24 of investors' frequently asked questions. Covering a range of concerns from taxes and inflation to investment considerations and monetary policy, this report can help inform your decisions regardless of the election's outcome.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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