Lisa Kern CFA,CFP®
Unlock 100+ contacts?
Executive Summary
Lisa Kern CFA,CFP(r) is a highly experienced financial services professional with over 30 years of expertise in retirement planning, financial planning, investments, portfolio management, and insurance. Based in Rancho Santa Fe, California, Lisa specializes in comprehensive retirement and investment planning, offering sound investment plans and asset allocation to help clients achieve their financial goals. She offers comprehensive wealth management services, including custom fixed-income strategies and wealth management. Lisa's extensive background and extensive knowledge make her a trusted advisor for clients in various financial settings. She is also a licensed insurance producer and has a strong background in the insurance industry.
Contact Information
Current Workspace
Wells Fargo Advisors
managing director -investments senior financial advisor of wells fargo advisors&Managing Director - Investments
managing director -investments senior financial advisor of wells fargo advisors
Managing Director - Investments
Professional Background
Personal Interests
Colleagues
Need more research?
Get AI-powered research on any person or company in minutes
Popular searches:
Trusted by 10,000+ professionals
See what our users are saying about SuperAgent
"SuperAgent has cut our research time by 80%. What used to take hours now takes minutes."
"The depth of information SuperAgent provides is incredible. It's like having a research team at your fingertips."
"We've increased our conversion rate by 35% since using SuperAgent for prospect research."
No credit card required • Free trial available
People Similar to Lisa Kern CFA,CFP®
🔥 Limited Time Offer: Get access to 100+ similar profiles for the price of 10
Want to see 100+ similar profiles?
SuperAgent can automatically find and research:
- • Product Managers at AI companies
- • Stanford MBA graduates in tech
- • Professionals with 7+ years experience
"We found 200+ ideal prospects in our first week using SuperAgent. It's been a game-changer for our sales team."
— Alex M., VP of Sales at TechCorp
Results in 10 minutes
Auto-updated daily
Export to any CRM
No credit card required • Set up in minutes
How We Created This Profile in 2 Minutes
This comprehensive profile was automatically generated by SuperAgent
Limited Time Offer: 50% Off Your First Month
Sign up today and get our premium plan at half price. Offer expires in 48 hours.
Searched 6 platforms simultaneously
Aggregated 116 data points
Verified information across sources
Generated executive summary
Set up auto-refresh every 24 hours
Backed by 100+ verified sources
Popular Research Use Cases
Ready to transform your research process?
Join thousands of professionals who save hours every day with SuperAgent's AI-powered research.
No credit card required • Cancel anytime • 24/7 support