Lisa Murphy Location
- San Diego, CA, US
Lisa Murphy Work
- 2022 -now Partner, Senior Wealth Advisor @
- 2019 -2021 Associate Wealth Advisor, Financial Planner @
- 2019 -2019 Associate Wealth Advisor @
- 2013 -2019 Client Relationship Team Coordinator @
Lisa Murphy Education
- Columbia University in the City of New York
Masters (Wealth Management)
- San Diego State University
Bachelors (Communications)
- Valhalla High School
Lisa Murphy Skills
- Financial Planning
- Private Wealth Management
- Financial Advisory
- Estate Planning
- Retirement Planning
- Holistic Financial Planning
- Planning Budgeting & Forecasting
- Investment Advisory
- Tax Planning
- Alternative Investments
- Marketing
- Leadership
- PowerPoint
- Social Media
- Public Speaking
- Salesforce
- Sales
- Event Planning
- Teaching
- Business Development
- Higher Education
- Strategic Planning
- Microsoft Office
- Program Management
- Social Networking
- Nonprofits
- Microsoft Excel
- Event Management
- Editing
- Community Outreach
- Customer Service
- Social Media Marketing
- Project Planning
- Email Marketing
- Management
- Staff Development
- Public Relations
- Marketing Communications
- Research
- Marketing Strategy
- Spanish
Lisa Murphy Summary
- Lisa Murphy, based in San Diego, CA, US, is currently a Partner, Senior Wealth Advisor at Mission Wealth. Lisa Murphy brings experience from previous roles at AlphaCore Wealth Advisory, Bradley Wealth and Altegris. Lisa Murphy holds a Masters in Wealth Management @ Columbia University in the City of New York. With a robust skill set that includes Financial Planning, Private Wealth Management, Financial Advisory, Estate Planning, Retirement Planning and more. Lisa Murphy has 2 emails and 3 mobile phone numbers on RocketReach.
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