Lisa B.
📄 Family Legacy & Estate Wellness Strategist | 🖋️ Mobile Notary | 🖐️Fingerprinting Expert l 🛡️ Independent Life & Health Insurance Agent | 🐾 Animal Lover & Advocate
- Role
- Licensed Financial Professional at Experior Financial Group
- Location
- San Diego, CA, US
- LinkedIn followers
- 500 followers
About Lisa B.
San Diego families and businesses trust me with two of the most important things in their…
Experience
Licensed Financial Professional
Jan 2025 — Present · San Diego, CA, US
Protect. Grow. Secure. Your Future Starts Here.Financial literacy is the key to building a secure future, yet many individuals and families struggle with understanding how to protect and grow their wealth. My mission is to change that by providing clear, practical financial education and access to strategies that make a lasting impact.Many people face challenges like debt, limited savings, and a lack of life insurance—but with the right knowledge and tools, these obstacles can be overcome. I help people take control of their financial future through education, guidance, and strategic planning. Whether it’s family financial protection, college planning, wealth-building strategies, or business financial strategies, I work with individuals and entrepreneurs to create personalized solutions that align with their goals.If you\'re looking for guidance on how to protect your family\'s future, grow your wealth, or expand your business, let’s connect. Together, we can build a strong financial foundation for you and your loved ones.
Education
California Association of Realtors
Certified Transaction Coordinator
San Diego State University
Graduate, Meeting and Event Planning
2000 — 2002
XCEL Solutions
Insurance Education
Sandler Training President's Club
Professional Certificate, Sales and Business Development
2009 — 2010
School for the Service Arts
Professional Certificate, Certified Wine Steward
2008 — 2008
Signature Worldwide - Business and Training Services
Professional Certificate, Client Centered Sales
2014 — 2014
University of San Diego Online
Professional Certificate, Nonprofit Management
2019 — 2020
San Diego College of Continuing Education
Professional Certificate, Project Management
2019 — 2020
Kaplan
Insurance and Financial Education
University of San Diego Online
Professional Certificate, Salesforce Career Administrator
2020 — 2021
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