Get to Know Lisa:
What do you enjoy most about working in wealth management?
Helping individuals and families to achieve their financial goals, like planning a child's education or retirement.
Which of your skills do you find most helpful in your work?
Listening and completing the tasks timely to create an environment of caring and trust.
What is the best part of working at Monterey Private Wealth?
My co-workers are professional, knowledgeable and we all work as a team. Helping the clients realize their financial goals and instilling confidence that together we will achieve it.
What is the best financial advice you have ever received?
Start saving for retirement as soon as your first day of employment. Having time on your side is your greatest advantage.
How have you been involved in your community?
I volunteer with Free meals for Open Heart Kitchen in Pleasanton and bake goods for St. Raymond's Church in Dublin.
What do you love doing outside of work?
I enjoy gardening, and of course, spending time with my three granddaughters.
Education and Accreditations:
- Lisa attended City College of San Francisco and Sonoma State University
Expertise and Experience:
- Before joining MPW, Lisa spent ten years at Chicago Title in the Escrow Department, specializing in residential resale, refinance, new home sales, and commercial.
- Lisa spent five years at Providian Bancorp as an operations quality control representative and internal auditor.
- Lisa's role as Client Service Manager focuses on serving clients' needs and requests and day-to-day operations. She is also a commissioned Notary Public in California.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Monterey Private Wealth, Inc. is engaged, or continues to be engaged, to provide investment advisory services.