Financial Planning Associate
Lisa recently graduated in May 2020 from San Diego State University with a Bachelors in Financial Services.
For the first half of her childhood she grew up in Eugene, Oregon, and later moved to San Jose. The Bay area is one of her favorite places to live because of all of the delicious food options and restaurants. In her free time she recently started indoor rock climbing and bowling. She used to play volleyball and badminton, and would like to find a way back to playing these sports. In the future, she aspires to start her own vegetable and fruit garden.