Lisa Malick Email & Phone Number
Financial Planner and Investment Advisor @ Lighthouse Financial, LLC
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Lisa Malick Location
- Broomfield, CO, US
Lisa Malick Work
- 2009 -now Financial Planner and Investment Advisor @
- 1992 -2004 Research Associate @
Lisa Malick Education
- Boston University
Financial Planner Certification (Financial Planning)
2007-2009 - State University of New York College at Geneseo
Bachelor of Science (B.S.) (Biology Club: Vice President, Secretary)
- University of South Florida
Master of Science (M.S.) (Marine Science Advisory Committee: President, Treasurer Oceanography Camp for Girls: Lab and Field Instructor)
Lisa Malick Skills
- Women In Transition
- Charitable Giving
- Financial Reporting
- Financial Modeling
- PowerPoint
- Microsoft Excel
- Certified Financial Planner
- Elder Care Planning
- Long Term Care
- Holistic Financial Planning
- Life Transitions
- Retirement Planning
- Wealth Management
- Intergenerational Wealth Transfer
- Financial Planning
- Life Insurance
Lisa Malick Summary
- Lisa Malick, based in Broomfield, CO, US, is currently a Financial Planner and Investment Advisor at Lighthouse Financial, LLC. Lisa Malick brings experience from previous roles at University of South Florida. Lisa Malick holds a 2007 - 2009 Financial Planner Certification in Financial Planning @ Boston University. With a robust skill set that includes Women In Transition, Charitable Giving, Financial Reporting, Financial Modeling, PowerPoint and more. Lisa Malick has 2 emails and 2 mobile phone numbers on RocketReach.
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