Lisa Brinig
Senior Wealth Advisor @Mariner
San Diego, CA, US
EMAILS
l••••••••@marinerwealthadvisors.com
MOBILE NUMBERS
+16•••••••80
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WORK HISTORY
Jan 2011 — Present
Senior Wealth Advisor @Mariner
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San Diego, CA, US
As a senior wealth advisor at Mariner Wealth Advisors, my primary role is to help clients achieve their wealth goals by creating and implementing holistic financial strategies as part of an overall wealth management program. I counsel high-net-worth individuals and business owners in all aspects of their personal financial management.
EDUCATION
N/A
San Diego State University
M.S.B.A.
N/A
The University of Kansas
B.S.
SKILLS
Financial ServicesFinancial AnalysisStrategic Financial PlanningWealth ManagementFinanceInvestmentsWealthAsset ManagementPublic SpeakingEstate PlanningFinancial PlanningPublic RelationsRetirement Planning
ABOUT LISA BRINIG
As a Certified Financial Planner professional, my mission is to help clients and their…
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