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Lisa Ozaki

Summitry, LLC

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About Lisa Ozaki

Lisa Ozaki is a Certified Financial Planner™ and Investment Advisor Representative with Summitry, LLC. Lisa has been in the financial services industry since 2015 and has experience in various roles at financial institutions including Bank of America and Star One Credit Union. Lisa has a deep understanding of the financial markets and can help you develop a personalized financial plan to meet your needs. Summitry, LLC is a registered investment advisor that provides a range of financial services to individuals, families, and businesses. The firm's client base includes high-net-worth individuals, corporations, charitable organizations, and pension plans. Summitry, LLC's investment philosophy is based on a long-term, value-oriented approach. The firm's goal is to help clients achieve their financial goals through a variety of investment strategies.

Firm Information

Lisa Ozaki is currently registered with Summitry, LLC. Summitry, LLC is a registered investment advisor located in FOSTER CITY, CA. The firm manages approximately $2.45 billion in assets for a variety of clients including high-net-worth individuals, corporations, and charitable organizations. Summitry provides financial planning, portfolio management, and selection of other advisors. They also manage portfolios for individuals, investment companies, and businesses.
Summitry, LLC

919 HILLSDALE BLVD.

FOSTER CITY, CA 94404

$2.45B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Lisa Ozaki’s Registration & Firm History

CA

04/26/2024 - Present

Summitry, LLC (FOSTER CITY CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lisa Ozaki.
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