Lisa Malick, Cfp®

Lisa Malick, Cfp® Email and Phone Number

Financial Planner and Investment Advisor @ Lighthouse Financial, LLC
Broomfield, CO, US
Lisa Malick, Cfp®'s Location
Broomfield, Colorado, United States, United States
Lisa Malick, Cfp®'s Contact Details

Lisa Malick, Cfp® work email

Lisa Malick, Cfp® personal email

n/a
About Lisa Malick, Cfp®

I am an Investment Advisor and Financial Planner for Lighthouse Financial, LLC. I lead our financial planning department and work with clients to help them achieve their financial goals. I’ve developed comprehensive financial plans for Lighthouse Financial clients since 2009. I received my Certified Financial Planner™ credential from Boston University and am a Qualified Kingdom Advisor.I bring exceptional dedication, attention to detail, analytical expertise and personalized client service to my work for Lighthouse Financial. My goal is for our clients to lead the best possible life by helping them make the best possible use of their financial resources.

Lisa Malick, Cfp®'s Current Company Details
Lighthouse Financial, LLC

Lighthouse Financial, Llc

View
Financial Planner and Investment Advisor
Broomfield, CO, US
Website:
lighthousefinancialllc.com
Employees:
9
Lisa Malick, Cfp® Work Experience Details
  • Lighthouse Financial, Llc
    Financial Planner And Investment Advisor
    Lighthouse Financial, Llc
    Broomfield, Co, Us
    View
  • Lighthouse Financial, Llc
    Financial Planner/Investment Advisor
    Lighthouse Financial, Llc Apr 2009 - Present
    Broomfield, Co
    -Develop and deliver comprehensive financial planning services-Provide investment management at every stage of life using a client-centered, step-by-step approach to build the right solutions for our clients’ unique needs.
    View
  • University Of South Florida
    Research Associate
    University Of South Florida 1992 - 2004
    St. Petersburg, Fl
    View

Lisa Malick, Cfp® Skills

Certified Financial Planner Holistic Financial Planning Wealth Management Long Term Care Life Insurance Retirement Planning Life Transitions Intergenerational Wealth Transfer Charitable Giving Elder Care Planning Financial Planning Women In Transition

Lisa Malick, Cfp® Education Details

Frequently Asked Questions about Lisa Malick, Cfp®

What company does Lisa Malick, Cfp® work for?

Lisa Malick, Cfp® works for Lighthouse Financial, Llc

What is Lisa Malick, Cfp®'s role at the current company?

Lisa Malick, Cfp®'s current role is Financial Planner and Investment Advisor.

What is Lisa Malick, Cfp®'s email address?

Lisa Malick, Cfp®'s email address is li****@****llc.com

What schools did Lisa Malick, Cfp® attend?

Lisa Malick, Cfp® attended Boston University, State University Of New York College At Geneseo, University Of South Florida.

What skills is Lisa Malick, Cfp® known for?

Lisa Malick, Cfp® has skills like Certified Financial Planner, Holistic Financial Planning, Wealth Management, Long Term Care, Life Insurance, Retirement Planning, Life Transitions, Intergenerational Wealth Transfer, Charitable Giving, Elder Care Planning, Financial Planning, Women In Transition.

Who are Lisa Malick, Cfp®'s colleagues?

Lisa Malick, Cfp®'s colleagues are Dan Hawthorne, Jack Hinds, Msfs, Chfc, Clu, Kimberly Morelli.

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