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
Lisa Banning
Financial Planner
Financial Management Network Inc
United States, California, Mission Viejo
About Me
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
TO
Tracy Olson
Investment Advisor Representative
MM
Matthew Merwin
Founder and President
JC
Joseph Cavallo
Certified Financial Planner ® , RIA, Registered Representative,
Jeffrey Merwin
Co-Owner, Registered Investment Advisor
You Might Like
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
PM
Prtima MISHRA1
Software Engineer
PA TEST
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial