Lisa Saxton Email & Phone Number
Partner and Private Wealth Manager @ Creative Planning
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Lisa Saxton Location
- San Diego, CA, US
Lisa Saxton Work
- 2024 -now Partner and Private Wealth Manager @
- 2016 -now Financial Planner @
- 2001 -2011 Financial Advisor @ Moss Adams Wealth Advisors LLC
Lisa Saxton Education
- San Diego State University-California State University
Bachelor of Applied Science (B.A.Sc.) (Finance and Financial Management Services)
1997-2000
Lisa Saxton Skills
- finance
- Estate Planning
- Financial Advisory
- High Net Worth
- Financial Planners
- Fixed Annuities
- Retirement Savings
- Cash Flow
- Insurance
- Retirement Planning
- Permanent Life Insurance
- Portfolio Management
- Tax
- Superannuation
- Investments
- Group Insurance
- 401k
- Investment Advisory
- Asset Allocation
- Wealth Management
- Life Insurance
- Mutual Funds
- Cash Flow Forecasting
- Investment Strategies
- Financial Goals
- Asset Management
- Personal Financial
- Customer Service
- Wealth
- Small Business
- Personal Finance
- Strategic Financial
- Retirement
- Series 7
- Employee Benefits
- Securities
- Financial Services
Lisa Saxton Summary
- Lisa Saxton, based in San Diego, CA, US, is currently a Partner and Private Wealth Manager at Creative Planning. Lisa Saxton brings experience from previous roles at Creative Planning Inc. and Moss Adams Wealth Advisors LLC. Lisa Saxton holds a 1997 - 2000 Bachelor of Applied Science (B.A.Sc.) in Finance and Financial Management Services @ San Diego State University-California State University. With a robust skill set that includes finance, Estate Planning, Financial Advisory, High Net Worth, Financial Planners and more. Lisa Saxton has 2 emails and 2 mobile phone numbers on RocketReach.
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