Lisa Sakai

About Lisa Sakai

Lisa founded One Vision Retirement with two ideas in mind: a client-first approach and a focus on advice and planning. Her mission is simple: To cut through the noise and provide thoughtful, customized financial advice tailored for your personal situation. Lisa’s story began like many origin stories do, in Hollywood. Three years after graduating from Kenyon College, Lisa was working for a well-established film producer when she noticed he was green lighting projects that didn’t align with her values. She was sitting at a car wash getting the producer’s car detailed for the fourth time that week when she realized: I want to make a difference. After trying careers in education and then insurance, she found her calling: providing financial advice and planning for female professionals and their growing families. With the heart of a servant and the mind of a teacher, Lisa is always available to help you when you need her most, but especially when you think you don’t need her. Lisa has a unique ability to take complicated concepts, terms and ideas and present them in a way that is easy to understand. She begins by helping you to identify your financial goals and concerns. Then, she illustrates what is currently being done to address your goals. And finally, she discovers gaps in the overall plan, and offers solutions to fill those gaps. Lisa will even consult with your parents and children to ensure that everyone’s vision of financial success is aligned. Armed with a nurturing, team-oriented approach, Lisa will tap into an array of specialists to mastermind solutions for your personal needs. From the initial meeting to the formulation and implementation of the plan, Lisa is accessible and available every step of the way. Lisa was past president of the Mission Viejo Chamber of Commerce. An avid theater goer, Lisa also enjoys trail running, cooking, reading, traveling, food, kickboxing, and spin classes.

Experience

1. Founder Financial Consultant

   One Vision Retirement

   Jan 2021 — Present · San Diego, CA, US

   As an independent financial planning and investment management firm, we offer comprehensive, objective advice to individuals, families and business owners. Our mission is to have a meaningful, long-term impact on our clients’ lives by providing financial guidance throughout every stage in life. Whether you are thinking about retiring, about to sell a business, or an executive at a thriving company. you have financial complexities in your life. We can help you capitalize on sophisticated financial strategies to help you efficiently pursue long-term financial success.When you choose to work with us, we will take the time to get to know you, your family, your desires and your goals. We will listen to the concerns you are facing, identify solutions to help you overcome those challenges and implement a comprehensive financial plan to solve each of the issues.Investment advice offered through Integrated Partners, doing business as One Vision Retirement, a registered investment advisor.

Education

• Westridge School

  High School

  1995 — 1999

• Kenyon College

  Bachelor's degree

  1999 — 2003

Skills

• Entrepreneurship
• Strategy
• Marketing
• Direct Sales
• Team Building
• Social Networking
• New Business Development
• Life Insurance
• Microsoft Excel
• Sales
• Risk Management
• Public Speaking
• Marketing Strategy
• Powerpoint
• Business Development
• Event Planning
• Leadership
• Insurance
• Disability Insurance
• Long Term Care Insurance
• Customer Service
• Small Business
• Business Planning
• Coaching
• Finance
• Social Media
• Management
• Time Management