ADVISOR BIO

Lisa Lomeli is a financial advisor registered with Wells Fargo Clearing Services, LLC. Lisa is a Registered Representative and Investment Advisor Representative with over 17 years of experience in the financial services industry. Lisa's primary focus is providing investment advice and financial planning services to individual clients and families. Lisa's background includes experience with both Wells Fargo Advisors, LLC and Chase Investment Services Corp. Lisa holds Series 6, 7, 63, and 66 licenses as well as the SIE exam. Lisa is also a Registered Investment Advisor in the state of California.

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ADVISOR BIO

Lisa Engstrom is a financial advisor with UBS Financial Services Inc. Lisa has been in the industry since 1993. Lisa has a Series 7, Series 10, Series 9, Series 63, and SIE licenses. She is registered with the state of California as an Investment Advisor Representative. Lisa has experience working with high-net-worth individuals, corporations, and other businesses. Lisa provides a variety of services to her clients, including financial planning, portfolio management, and investment advice. Lisa is committed to providing her clients with personalized service and helping them achieve their financial goals.

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ADVISOR BIO

Lisa Fourr is a financial advisor with Osaic Wealth, Inc. based in Lancaster, California. Lisa has been in the financial services industry since 1996 and holds Series 7, 10, 24, 53, 63, and 65 licenses. Lisa specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and non-profits.

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ADVISOR BIO

Lisa Beile is an investment advisor representative with UBS Financial Services Inc., based in Roseville, California. Lisa has been in the financial services industry since March 24, 1993. Lisa is registered with the state of California and holds Series 7, Series 63, and Series 65 licenses. Lisa has experience working with individuals, high-net-worth individuals, corporations, and other businesses.

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ADVISOR BIO

Lisa Mireles Shinhira is an Investment Advisor Representative at Chrome Advisors. Lisa has been in the financial services industry since 2007. Lisa has experience working at SagePoint Financial, Inc. and Lincoln Financial Advisors Corporation. Lisa is registered with the state of California and holds the Series 66, Series 7 and SIE licenses. Lisa specializes in financial planning, pension consulting, and selection of other advisors. Lisa's firm, Chrome Advisors, is a registered investment advisor with the Securities and Exchange Commission (SEC). Chrome Advisors is a fee-based advisory firm, which means they charge fees for their services. Chrome Advisors has a total of 100,350,000 dollars under management, of which 78,100,000 dollars is discretionary.

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ADVISOR BIO

Lisa Marie Behun is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. based in San Diego, California. Lisa Marie Behun has been in the industry since November 27, 2007. Lisa Marie Behun holds Series 66, Series 7, and SIE licenses. Lisa Marie Behun previously worked at BANC of AMERICA INVESTMENT SERVICES, INC. in San Diego, California. Lisa Marie Behun specializes in working with insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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ADVISOR BIO

Lisa Rosenau is a financial advisor with Ameriprise Financial Services, LLC. Lisa has been in the financial services industry since 1989 and has worked with clients in various industries, including individual investors, small business owners, and high-net-worth individuals. Lisa's experience includes providing financial planning, investment management, and retirement planning services.

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ADVISOR BIO

Lisa ann Mastropoalo is an Investment Advisor Representative with Pruco Securities, LLC. Lisa ann has been in the securities industry since 2012 and is registered with the states of California and Texas. Lisa ann holds Series 6, 7, 63, and 66 securities licenses as well as the SIE. Prior to joining Pruco Securities, LLC, Lisa ann worked as a Financial Advisor with UBS Financial Services Inc., and Wells Fargo Advisors, LLC.

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ADVISOR BIO

Lisa-ann Nouchi is a financial advisor with Western International Securities, Inc. in Vacaville, California. Lisa-ann has been in the financial industry since 1993 and is registered with the state of California. Lisa-ann is a licensed agent, and offers services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses and individuals. Western International Securities, Inc. has offices in Vacaville and Campbell, California.

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ADVISOR BIO

Lisabeth Schiller is a financial advisor with Blackridge Asset Management, LLC. Lisabeth has been in the financial industry since April 2004. Lisabeth holds a Series 6, 7, 63, and 66 license as well as the SIE. Lisabeth works with individuals, high net worth individuals, and corporations to help them with their financial planning needs. Lisabeth is licensed in Arizona, California, Colorado, Florida, Georgia, Maryland, Nevada, New Jersey, North Carolina, Oklahoma, Texas, Utah, Virginia, and Washington.

SPECIALIZATIONS