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Financial Planning for Small Business Owners: What to Do When It All Comes Down to You [Webinar]
September 12, 2024 @ 12:00 pm - 1:00 pm
This session will provide key insights on how to balance personal and business finances while building your business. Join us to learn more strategies to give you more confidence in your financial future.
About the Speaker
Upon Joining Financial Advantage Associates, Lisa immediately brought a wealth of experience to our team of wealth management and financial professionals. She pivoted from her extensive career in financial services policy and regulatory affairs out of a genuine desire to make an impact in her clients’ lives. As a Financial Advisor, Lisa is passionate about helping clients build and protect their wealth, align their finances with their values, and create a legacy for the next generation.
Prior to her current role, she served as the Director of Financial Services & Tax Policy at the Biotechnology Innovation Organization (BIO), and as the Assistant Vice President for Public Policy & Advocacy at the Securities Industry & Financial Markets Association (SIFMA). Lisa previously lived in Hong Kong for three years coordinating ASIFMA’s response to post-crisis financial reforms across the Asia-Pacific region, promoted bilateral trade and investment while living in Argentina, and served as a political aide to a former Congressman from her home state of California.
Lisa holds an undergraduate degree in Political Science from San Diego State University and a Master’s in international Trade and Investment Policy from the George Washington University. Lisa is qualified to serve her client’s needs through a truly holistic financial planning approach that focuses on clients full financial planning, wealth management and risk management needs.
Outside of work, Lisa relishes every moment with her three awesome sons, stays active with soccer and outdoor recreation, and volunteers with local community groups.
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