Lisa S. Sharp, Cfp®
AeroLeads people directory · profile

Lisa S. Sharp, Cfp® Email & Phone Number

Vice President of Client Relations at Spectrum Asset Management, Inc.
Location: Newport Beach, California, United States 1 work role
2 work emails found @myspectrum.com 1 phone found area 949 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 86%

Contact Signals · 2 work emails · 1 phone

Work email l****@myspectrum.com
Direct phone (949) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Role
Vice President of Client Relations
Location
Newport Beach, California, United States
Company size

Who is Lisa S. Sharp, Cfp®? Overview

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Quick answer

Lisa S. Sharp, Cfp® is listed as Vice President of Client Relations at Spectrum Asset Management, Inc., a with 13 employees, based in Newport Beach, California, United States. AeroLeads shows a work email signal at myspectrum.com, phone signal with area code 949, and a matched LinkedIn profile for Lisa S. Sharp, Cfp®.

Company email context

Email format at Spectrum Asset Management, Inc.

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

*@myspectrum.com
74% confidence

AeroLeads found 2 current-domain work email signals for Lisa S. Sharp, Cfp®. Compare company email patterns before reaching out.

Profile bio

About Lisa S. Sharp, Cfp®

Lisa S. Sharp, Cfp® is a Vice President of Client Relations at Spectrum Asset Management, Inc.. She possess expertise in wealth management, financial services, investments, retirement planning, asset management and 2 more skills.

Listed skills include Wealth Management, Financial Services, Investments, Retirement Planning, and 3 others.

Current workplace

Lisa S. Sharp, Cfp®'s current company

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

Spectrum Asset Management, Inc.
Spectrum Asset Management, Inc.
Vice President of Client Relations
Newport Beach, CA, US
Website
Employees
13
AeroLeads page
1 role

Lisa S. Sharp, Cfp® work experience

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

Team & coworkers

Colleagues at Spectrum Asset Management, Inc.

Other employees you can reach at myspectrum.com. View company contacts for 13 employees →

FAQ

Frequently asked questions about Lisa S. Sharp, Cfp®

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

What company does Lisa S. Sharp, Cfp® work for?

Lisa S. Sharp, Cfp® works for Spectrum Asset Management, Inc..

What is Lisa S. Sharp, Cfp®'s role at Spectrum Asset Management, Inc.?

Lisa S. Sharp, Cfp® is listed as Vice President of Client Relations at Spectrum Asset Management, Inc..

What is Lisa S. Sharp, Cfp®'s email address?

AeroLeads has found 2 work email signals at @myspectrum.com for Lisa S. Sharp, Cfp® at Spectrum Asset Management, Inc..

What is Lisa S. Sharp, Cfp®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 949 for Lisa S. Sharp, Cfp® at Spectrum Asset Management, Inc..

Where is Lisa S. Sharp, Cfp® based?

Lisa S. Sharp, Cfp® is based in Newport Beach, California, United States while working with Spectrum Asset Management, Inc..

What companies has Lisa S. Sharp, Cfp® worked for?

Lisa S. Sharp, Cfp® has worked for Spectrum Asset Management, Inc..

Who are Lisa S. Sharp, Cfp®'s colleagues at Spectrum Asset Management, Inc.?

Lisa S. Sharp, Cfp®'s colleagues at Spectrum Asset Management, Inc. include Mitch Needelman, Cfa, R "Kelly" Kelly Cic, Achara Chau, Cfa, and David Reichart, Cfa, Caia.

How can I contact Lisa S. Sharp, Cfp®?

You can use AeroLeads to view verified contact signals for Lisa S. Sharp, Cfp® at Spectrum Asset Management, Inc., including work email, phone, and LinkedIn data when available.

What skills is Lisa S. Sharp, Cfp® known for?

Lisa S. Sharp, Cfp® is listed with skills including Wealth Management, Financial Services, Investments, Retirement Planning, Asset Management, Financial Planning, and Certified Financial Planner.

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