Lisa Joseph Email and Phone Number

Premier Wealth Management is an exclusive division of California Bank & Trust dedicated to the financial needs of high-net-worth individuals, including professionals, business owners, and corporate executives.As a Private Banker, it is my goal to help clients build, sustain, and transfer wealth based on their priorities. I collaborate with a team of specialists in wealth planning, investment, risk management, trust and estate services, and banking support to ensure their financial needs are met.

Worked closely with Financial Advisors to analyze their high net-worth clients' strategies and recommend alternative or additional financial services by means of credit and short-term liquidity solutions.

Responsible for developing and managing a portfolio of business executives in the San Diego market.

Responsible for managing employees daily management of retail banking centers consisting of teams and various business partners, as well as meeting corporate goals in sales and service.