Lisa Murphy Email & Phone Number
Partner, Senior Wealth Advisor @ Mission Wealth
5 free lookup(s).
If you need more lookups,
subscriptions start at $34 USD/month.
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.
Looking for a different Lisa Murphy?
Find contact details for 700 million professionals.
Others Named Lisa Murphy
Lisa Murphy
Vice President Operations
Houston, TX, US
Lisa Murphy
Chief People Officer
Sydney, NSW, AU
Lisa Murphy
Vice President Human Resources
Denver, CO, US
Lisa Murphy
National Director of Staff Recruiting
Chicago, IL, US
Lisa Murphy
Chief Financial Officer
Scottsdale, AZ, US
Lisa Murphy
Co-Founder
New York, NY, US
Lisa Murphy
Senior Vice President and Chief of Staff to the CEO
Portland, OR, US
Lisa Murphy
Chief Executive Officer
Melbourne, VIC, AU
Top Mission Wealth Employees
Lisa Murphy
Partner, Senior Wealth Advisor
San Diego, CA, US
Jeff Avila
Partner and Managing Director
Santa Barbara, CA, US
Mark Herman
Partner and Senior Wealth Advisor
Austin, TX, US
Seth Streeter
Founder and Chief Impact Officer
Austin, TX, US
Dannell Stuart
President
Santa Barbara, CA, US
Brad Stark
Founder and Chief Compliance Officer
Santa Barbara, CA, US
Kieran Osborne
Chief Investment Officer
Santa Barbara, CA, US
Diane Williamson
Chief Operating Officer
Santa Barbara, CA, US
Renee Hennessee
Partner and Chief Technology Officer
Santa Barbara, CA, US
Geoff Gaggs
Partner | Senior Client Advisor
Santa Barbara, CA, US
Bryant Merryman
Partner | Senior Wealth Advisor
Chicago, IL, US
Ryan Niedbalski
Managing Director
Austin, TX, US
David Lee
Chief Operating Officer
San Francisco, CA, US
Michelle Winkles
Partner and Chief Marketing Officer
Santa Maria, CA, US
Sara Clark
Chief Client Officer and Partner
Los Angeles, CA, US
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co