Lisa Vallejo
Partner @New York Life
Los Angeles, CA, US
EMAILS
MOBILE NUMBERS
+13•••••••89
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WORK HISTORY
Oct 2022 — Present
Partner @New York Life
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EDUCATION
N/A
The American College of Financial Services
Life Underwriter Training Council Fellow
N/A
Southern New Hampshire University
Bachelor of Science - BS
SKILLS
Multi-Generational Wealth TransferFinancial ServicesFixed AnnuitiesRoth IraLegacy GivingRetirementAnnuity SalesLong Term Care InsuranceSmall BusinessEmployee BenefitsLife InsuranceFinanceDisability InsuranceKey Person ProtectionMutual Funds401k RolloversRoth IrasIrasInvestmentsInsuranceLong-Term CareTerm Life InsuranceLicensed Life & Health Insurance AgentSecuritiesEstate PlanningWhole LifeRetirement Planning
ABOUT LISA VALLEJO
I’m Lisa Vallejo, Partner at New York Life and leader of the Empowered Wealth Team. We…
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