Lisa Sakai

Credentials:
  • CMFC®

Focus: Insurance Strategies, Investment Strategies, Business Owners, Financial Education, Risk Management Strategies, Business Succession Planning, College Funding Strategies, Retirement Income Planning

Languages: English

I offer an analysis of your current financial situation and help you:

  • Identify financial goals and concerns
  • Illustrate what is being done to reach your goals and deal with concerns
  • Identify gaps if present, and offer solutions to fill them

Education

Kenyon College

Hobbies

Cooking
Hiking
Music

Community Involvement

Mission Viejo Chamber of Commerce, Past President

See Lisa’s Licenses and Disclosures

Check the background of this investment professional on FINRA’s BrokerCheck

Contact Lisa

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Signature Resources

Satellite Office

19900 MacArthur Blvd, Suite 900
Irvine, CA 92606

CRN201912-180567