Your life's goals

Wealth management to help you get there

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.

Mother and children laughing

Lisa Chapman, CFP, CIMA, CRPS

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).
 

Registered States:
  • AK
  • AL
  • AR
  • AZ
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • HI
  • ID
  • IL
  • MA
  • ME
  • MI
  • MT
  • NC
  • NJ
  • NM
  • NV
  • NY
  • OH
  • OR
  • PA
  • SC
  • SD
  • TN
  • TX
  • UT
  • VA
  • VT
  • WA
  • WI

  • Barron's Top 1,000 Financial Advisors, 2009The Barron's rating is awarded annually in March and is based on information from the prior year Q3. 
  • Forbes Best-in-State Wealth Advisors, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
  • Forbes America’s Top Women Wealth Advisors, 2017, 2018, 2019, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.
  • Forbes Best-in-State Women Wealth Advisors, 2020, 2021, 2022The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

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

  • California State University, Dominguez Hills

Credentials

  • Private Wealth Advisor
  • CERTIFIED FINANCIAL PLANNER™
  • Certified Investment Management Analyst®
  • Chartered Retirement Plans Specialist
3030 Old Ranch Parkway
Suite 300
Seal Beach, CA 90740
  • (562) 343-9216

Email Me

The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

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UBS is a world-leading wealth manager

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