Lisa Malick, Cfp®
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Lisa Malick, Cfp® Email & Phone Number

Financial Planner and Investment Advisor at Lighthouse Financial, LLC
Location: Broomfield, Colorado, United States 3 work roles 3 schools
2 work emails found @lighthousefinancialllc.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails

Work email l****@lighthousefinancialllc.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Lighthouse Financial, LLC
Role
Financial Planner and Investment Advisor
Location
Broomfield, Colorado, United States
Company size
9 employees

Who is Lisa Malick, Cfp®? Overview

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Quick answer

Lisa Malick, Cfp® is listed as Financial Planner and Investment Advisor at Lighthouse Financial, LLC, a company with 9 employees, based in Broomfield, Colorado, United States. AeroLeads shows a work email signal at lighthousefinancialllc.com and a matched LinkedIn profile for Lisa Malick, Cfp®.

Lisa Malick, Cfp® previously worked as Financial Planner/Investment Advisor at Lighthouse Financial, Llc and Research Associate at University Of South Florida. Lisa Malick, Cfp® holds Financial Planner Certification, Financial Planning from Boston University.

Company email context

Email format at Lighthouse Financial, LLC

This section adds company-level context without repeating Lisa Malick, Cfp®'s masked contact details.

*@lighthousefinancialllc.com
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AeroLeads found 2 current-domain work email signals for Lisa Malick, Cfp®. Compare company email patterns before reaching out.

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Profile bio

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.

Listed skills include Certified Financial Planner, Holistic Financial Planning, Wealth Management, Long Term Care, and 8 others.

Current workplace

Lisa Malick, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Lighthouse Financial, LLC
Lighthouse Financial, Llc
Financial Planner and Investment Advisor
Broomfield, CO, US
Website
lighthousefinancialllc.com
Employees
9
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Company profile
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3 roles · 34 years

Lisa Malick, Cfp® work experience

A career timeline built from the work history available for this profile.

Financial Planner/Investment Advisor

Current
Lighthouse Financial, Llc

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.

Apr 2009 - Present
Team & coworkers

Colleagues at Lighthouse Financial, LLC

Other employees you can reach at lighthousefinancialllc.com. View company contacts for 9 employees →

KM Kimberly Morelli Kimberly Morelli Colleague at Lighthouse Financial, LlcSeminole, Florida, United States, United States View → JH Jack Hinds, Msfs, Chfc, Clu Jack Hinds, Msfs, Chfc, Clu Colleague at Lighthouse Financial, LlcBroomfield, Colorado, United States, United States View → DH Dan Hawthorne Dan Hawthorne Colleague at Lighthouse Financial, LlcMarblehead, Massachusetts, United States, United States View →
3 education records

Lisa Malick, Cfp® education

Master Of Science (M.S.), Marine Science/Ocean Optics

University Of South Florida

Activities and Societies: Marine Science Advisory Committee: President, Treasurer Oceanography Camp for Girls: Lab and Field Instructor

FAQ

Frequently asked questions about Lisa Malick, Cfp®

Quick answers generated from the profile data available on this page.

What company does Lisa Malick, Cfp® work for?

Lisa Malick, Cfp® works for Lighthouse Financial, LLC.

What is Lisa Malick, Cfp®'s role at Lighthouse Financial, LLC?

Lisa Malick, Cfp® is listed as Financial Planner and Investment Advisor at Lighthouse Financial, LLC.

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

AeroLeads has found 2 work email signals at @lighthousefinancialllc.com for Lisa Malick, Cfp® at Lighthouse Financial, LLC.

Where is Lisa Malick, Cfp® based?

Lisa Malick, Cfp® is based in Broomfield, Colorado, United States while working with Lighthouse Financial, LLC.

What companies has Lisa Malick, Cfp® worked for?

Lisa Malick, Cfp® has worked for Lighthouse Financial, Llc and University Of South Florida.

Who are Lisa Malick, Cfp®'s colleagues at Lighthouse Financial, LLC?

Lisa Malick, Cfp®'s colleagues at Lighthouse Financial, LLC include Kimberly Morelli, Jack Hinds, Msfs, Chfc, Clu, and Dan Hawthorne.

How can I contact Lisa Malick, Cfp®?

You can use AeroLeads to view verified contact signals for Lisa Malick, Cfp® at Lighthouse Financial, LLC, including work email, phone, and LinkedIn data when available.

What schools did Lisa Malick, Cfp® attend?

Lisa Malick, Cfp® holds Financial Planner Certification, Financial Planning from Boston University.

What skills is Lisa Malick, Cfp® known for?

Lisa Malick, Cfp® is listed with skills including Certified Financial Planner, Holistic Financial Planning, Wealth Management, Long Term Care, Life Insurance, Retirement Planning, Life Transitions, and Intergenerational Wealth Transfer.

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