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

Lisa Margulies
Financial Advisor, Branch Manager & Transformational Coach
Regatta Capital Group
United States, California, Los Angeles
About Me
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
More profiles to browse
Nick Ozer
Managing Partner, Financial Advisor & Director of Retirement Plans

Russell Mohberg
Co-founder, Managing Partner & Co-CIO
EH
Ellen Himmel
Branch Manager & Financial Advisor
Britt Joyce
Financial Advisor, Managing Partner, Co-Chief Investment Officer
You Might Like
RD
Russ Degitz
Principal
Huntington University
SG
Sujit Govindraj
Executive Vice President, Managing Group Director
Flagstar Bank
DH
Dennis Hanson
Principal
Jamison Hanson
TP
Thomas Parkhurst
Chief Compliance Officer
Altravue