Contact us

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Lisa is looking forward to seeing how she and her team can help you meet your financial and retirement goals. We offer customized solutions and make adjustments to your changing needs. As part of our services, Lisa is happy to meet with clients’ trusted advisors for comprehensive financial planning.

Financial Advisor, CA Insurance License Number: #0N09338

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Lisa offers two meeting locations for her clients.

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Meeting location
Seattle office:

10885 NE 4th Street, Suite 1400

Bellevue, WA 98004

Lisa still services her existing clients and new clients in Washington state. She can hold client meetings at the Seattle meeting location in downtown Bellevue.

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Primary office location
San Diego office:

4365 Executive Drive, Suite 800

San Diego, CA 92121


Thank you for contacting us!