Lisa has been registered since 2002 in the Financial Services Industry.
Prior to joining &Partners, she was a Financial Advisor with Wells Fargo Advisors. Before that, she served as an Associate Vice President and Wealth Advisor at Morgan Stanley and worked as a case manager in financial planning with Lincoln Financial Advisors.
Lisa focuses on investment planning and asset management with a specialty in retirement income strategies, retirement planning strategies and wealth management. Lisa works closely with individuals, families and business owners. Lisa came to the United States in 1995 from Taiwan. She received her B.A. from National Taiwan University and earned her Master’s Degree in Sociology from Essex University in the United Kingdom.
Aside from English, Lisa is fluent in both Mandarin and Taiwanese. She currently resides in Deerfield, Illinois. Her state of domicile and principal place of business is Illinois but has clients residing throughout the United States.
CA Insurance License #OL26020
