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Lisa Margulies

Financial Advisor, Branch Manager & Transformational Coach

Regatta Capital Group

United States, California, Los Angeles

About Me

Lisa is a Financial Advisor, Branch Manager, Mentor, and Transformational Coach. Lisa brings a unique, compassionate, yet focused and practical approach to financial planning. She is passionate about empowering women and men through all stages of life. Her steadiness comes from walking with so many through all of life and end-of-life experiences and challenges, including her own. She truly loves what she does on a daily basis. Her connections with her clients get her out of bed every day. In addition to being an Advisor/Branch Manager, she is also a mom to two amazing young adult children. Her son is 31 and in 3rd year of medical school in Hawaii. Her daughter is 28 and owns a business tr

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Profile Information

Financial Advisor, Branch Manager & Transformational Coach

Regatta Capital Group

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Aug 16, 2024

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