Lisa Lockerman Email and Phone Number
Wealth Advisor
at
Lockerman Financial Group
Lisa Lockerman's email is lisa@lockermanfinancial.com
and
Lisa Lockerman's phone number is +1949-544-3500
.
Lisa Lockerman Contact Details
Email
lisa@lockermanfinancial.com
Phone
+1949-544-3500
Lisa Lockerman Company Details
Location
Newport Beach, California, United States
Industry
Investment Management
Lisa Lockerman's Current Company
Lockerman Financial Group
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Industry | Investment Management |
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Location | Newport Beach, California, United States |
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Industry | Investment Management |
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Location | Newport Beach, California, United States |
Lisa Lockerman's Experience and Education
Work Experience
Advisory Board Member And Chair College Of Business Administration Finance Department
2013-10-01 to 2015
Long Beach, California, United States
Board Member And Vice President Of Membership
2001-07-01 to 2007-06-01
Irvine, California, United States
Orange County Estate Planning Council
Board Member
2018 to 2021
Orange, California, United States
Wealth Manager
1991-06-01 to 2008-01-01
Philadelphia, Pennsylvania, United States
Wealth Advisor
2008-01 to Unknown
Newport Beach, California, United States
Founder And Chief Relationship Officer
2008-01-01 to Unknown
Newport Beach, California, United States
Education
The American College
Masters
2004 to 2007
Masters
2004 to 2007
Bryn Mawr, Pennsylvania, United States
Bachelor Of Science in Finance
1986 to 1991
Long Beach, California, United States
Frequently Asked Questions about Lisa Lockerman
What company does Lisa Lockerman work for?
Lisa Lockerman works for Lockerman Financial Group
What is Lisa Lockerman's role in his workplace?
Lisa Lockerman's role in his workplace is
Wealth Advisor .
Which industry does Lisa Lockerman work in currently?
Lisa Lockerman works in the industry
Investment Management.
What is Lisa Lockerman's email address?
Lisa Lockerman's email address is lisa@lockermanfinancial.com
What is Lisa Lockerman's direct phone number?
Lisa Lockerman's direct phone number is +1949-544-3500
What schools did Lisa Lockerman attended?
Lisa Lockerman attended
The American College,
The American College Of Financial Services,
and
California State University, Long Beach.
What are some of Lisa Lockerman's interests?
Lisa Lockerman has interests in
Cooking,
Volunteer Work,
Gardening,
Yoga,
Outdoors,
Reading,
Community Involvement,
Civic Involvement,
Music,
Hiking,
Bicycling,
Indy 500,
Children's Charities,
Spas,
Dogs,
Nature,
Travel,
and
Wine.
What are some of Lisa Lockerman's skills?
Lisa Lockerman has skills like
Financial Planning,
Estate Planning,
Retirement Planning,
Investments,
Wealth Accumulation,
Wealth Management,
Wealth Accumulation Strategies,
Wealth Preservation Planning,
Multi Generational Wealth Transfer,
Intergenerational Wealth Transfer,
Wealth Management Services,
Executive Benefit Strategies,
Employee Stock Options,
Estate Preservation,
Financial Risk Management,
Holistic Financial Planning,
Strategic Financial Planning,
Personal Financial Planning,
Asset Managment,
Investment Strategies,
and
Executive Pay.
Who are Lisa Lockerman's colleagues?
Lisa Lockerman's colleagues are
Brooke Smailes,
and
Brooke Smailes.
Who are Lisa Lockerman's peers at other companies?
Lisa Lockerman's peers at other companies are
Ryan Napier,
Cameron Hubbard,
Todd Schroeder,
Pranee Niwatmongkolchai,
Katie White,
Dirk Van Antwerpen,
and
Shane Teoh.
Related Employees
Wealth Advisor
at
cameronhubbard@exemplarfn.com
+1815-5********
+1 phones
