Lisa was born and raised in Southern California and is a graduate of California State University at Fullerton with a Bachelor of Arts degree in Communications. Before joining CML, she worked in sales and in the workers’ compensation industry. She has been a small business owner for the past 12 years.
Lisa has been with CML Wealth Management since 2010. As a Client Service Coordinator, she takes care of opening new accounts for clients as well as facilitating a smooth transfer process from various financial institutions into LPL Financial. She also meets any customer service needs that our clients may have.