LISA YOUK

Lisa will be right there with you as financial markets fluctuate to address any concerns and adjust your plan to achieve your goals. The opportunity to witness her clients pass through life's milestones, while knowing she was there to listen, help and adapt to their needs, is one of her biggest rewards. This is why she is enthusiastic about helping her clients and why she loves her job. Whether you're planning for retirement or already retired, you need someone you can trust with your financial future, someone who has your back. Lisa is that advisor... Navigating financial markets can be cumbersome and overwhelming. Through a series of thoughtful conversations, Lisa will take you through a holistic process. She will help you create your financial plan, identify pitfalls, and provide guidance to meet your financial goals through customized strategies. Lisa provides solid and sound financial advice, so you have more time to enjoy what is most important to you... Our programs provide..

Primary location: San Diego United States