Client Advisory

Biography

Lissa is a Principal in the North Bay office. She is a member of the firm’s Wealth Management practice and assists in the complex process of creating and maintaining financial plans for clients. She also works on ad hoc operations projects.

Prior to joining Cerity Partners, Lissa was a Planning & Operations Analyst at Brouwer & Janachowski. She supported Wealth Advisors with the financial planning and analysis process. She also provided project management for the Smart Counsel advisory campaigns.

Lissa has worked in the Financial Services industry since 1993. She was a Financial Advisor at Wells Fargo Advisors and Morgan Stanley, and a Managing Director of Technology at Charles Schwab.

 

Education

  • Bachelor’s in linguistics from the University of California at Irvine

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.