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

Hobbies

Affiliations & Memberships

Community Involvement

See Lisa’s Licenses and Disclosures

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

Contact Lisa

*Fields are required

Signature Resources

Satellite Office

19900 MacArthur Blvd, Suite 900
Irvine, CA 92606

CRN201912-180567