Lisa Aoki, Cfa Email & Phone Number

Lisa is Tidemark’s Investment Operations Director, responsible for trading, research & analysis, and portfolio management. She is a CFA® charterholder and also a member of the CFA San Diego Society.Outside of work, Lisa enjoys fitness, cooking, and spending time with friends and family.Tidemark Financial Partners is an independent wealth management and comprehensive financial planning firm. No matter who you are and what life stage you’re in, we can help you define where you are today and where you see yourself tomorrow.Schedule a meeting: https://go.oncehub.com/LisaAokiEmail: lisa@tidemarkfp.comPhone: 858.925.800 ext. 107Lisa Aoki is a LPL registered representative and securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Tidemark LLC., a registered investment advisor and separate entity from LPL Financial.For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which I am/we are registered to do business, please visit http://www.tidemarkfp.com/

Listed skills include Operational Risk Management, Customer Service, Microsoft Word, and Microsoft Powerpoint.