Lisa is a Client Relationship Manager of Sterling Financial Group, an independent financial planning and investment advisory firm in Pasadena, California. She has worked in the financial service industry for over twenty years, currently one of the firm’s key client relationship managers.
Lisa holds the following FINRA registrations with LPL Financial: Series 7 general securities and SIE Securities Industry Essentials.
Lisa currently lives in Altadena with her husband Luis, and their two sons, Matthew and Sean. For the last several years, she has been actively involved with fundraising and volunteering her time chairing events at her children’s schools and church. Lisa’s interests include traveling, spending time with her family and photography.