CoverProfile

Lisa Banning

Financial Planner

Financial Management Network Inc

United States, California, Mission Viejo

About Me

Lisa focuses her financial planning practice on serving midlife women and families in transition, delivering clarity during times of uncertainty. Having achieved her financial goals through sound choices while adapting to changes, prepares Lisa to coach clients on a personal level. Lisa shares her experience and has served on the Vanguard University Foundation Board, the Leadership Tomorrow Board of Directors and served as WomanSage Board President. Lisa is a Crown Ministries Budget Coach for Palm Harvest Church in Costa Mesa. Lisa graduated with a Bachelor of Science degree in Business Administration from the University of Kansas. She earned her Certified Financial Planner™ designation t

View more

Profile Information

Financial Planner

Financial Management Network Inc

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Mission Viejo

California

United States

Sep 30, 2024

More profiles to browse

MC
Matthew Conner
Financial Planner
Profile Photo
Richard Rang
Certified Financial Planner®, Investment Adviser Representative
MD
Mark Donahue
Financial Advisor
JC
Joseph Cavallo
Certified Financial Planner ® , RIA, Registered Representative,

You Might Like

BH
Bob Helmer
President Emeritus
Baldwin Wallace University
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc