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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 faced 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 faced 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
Roaring 20s: The next stage
Our Chief Investment Office (CIO) looks to what awaits investors in the next half of the decade with the 2025 edition of Year Ahead.
A dramatic change in US politics, Chinese economic stimulus, ongoing geopolitical developments and falling interest rates are all at play. How should you prepare your portfolio? Let’s talk about how you can move confidently forward in the new year and beyond.
$5.9+ trn
UBS Group invested assets
As of 06/30/2024
51 countries
Our global footprint
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UBS is a leading and truly global wealth manager
