Lisa Rapfogel Cfp®, Cltc, Lutcf

Lisa Rapfogel Cfp®, Cltc, Lutcf Email and Phone Number

Instructor CPFP Program @ Southern Methodist University
Dallas, TX, US
Lisa Rapfogel Cfp®, Cltc, Lutcf's Location
Dallas, Texas, United States, United States
About Lisa Rapfogel Cfp®, Cltc, Lutcf

Preparing for that next step in life isn’t always easy. Allegiant Wealth Management/ MassMutual Dallas-Fort Worth is a premier financial services organization dedicated to providing quality financial products and services to help empower our clients to make informed decisions. We work together as a team, with individuals and businesses alike, to develop customized solutions that are in alignment with our client’s goals and objectives.My team's combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals. Whether your goals include preparing for milestone life events like retirement or college, or risk management, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future at (972) 348-6337 or lrapfogel@financialguide.com.Lisa Rapfogel is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC. Member SIPC. www.sipc.org (14241 Dallas Parkway Ste 1200, Dallas, TX 75231 (972) 348-6300). CRN201505-172139I am licensed to sell insurance in the following jurisdiction(s): Oklahoma & TexasI am licensed to see securities* in the following jurisdiction(s): Colorado, Connecticut, Oklahoma, & Texas

Lisa Rapfogel Cfp®, Cltc, Lutcf's Current Company Details
Southern Methodist University

Southern Methodist University

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Instructor CPFP Program
Dallas, TX, US
Lisa Rapfogel Cfp®, Cltc, Lutcf Work Experience Details
  • Southern Methodist University
    Instructor Cpfp Program
    Southern Methodist University
    Dallas, Tx, Us
  • Bluecrest Financial Alliances/Massmutual Dallas-Fort Worth
    Financial Planner
    Bluecrest Financial Alliances/Massmutual Dallas-Fort Worth Jul 2008 - Present
    MassMutual Dallas-Fort Worth/Allegiant Wealth Management is a full service financial planning firm.It was previously branded as HFG Advisors.
  • Southern Methodist University
    Instructor Cpfp Program
    Southern Methodist University Jan 2008 - Present
  • Massmutual / Hfg Advisors
    Financial Advisor
    Massmutual / Hfg Advisors Mar 1996 - Jun 2008
  • Connecticut Mutual
    Financial Advisor
    Connecticut Mutual 1993 - 1996

Lisa Rapfogel Cfp®, Cltc, Lutcf Skills

Estate Planning Personal Finance Investment Strategies Risk Management Asset Management Relationship Management Finance Retirement Bonds Asset Allocation Insurance Financial Services Equities Hedge Funds

Lisa Rapfogel Cfp®, Cltc, Lutcf Education Details

  • Southern Methodist University
    Southern Methodist University
    Certificate Program In Financial Planning
  • The University Of Texas At Austin
    The University Of Texas At Austin
  • Trinity Valley School, Fort Worth, Texas
    Trinity Valley School, Fort Worth, Texas
    High School

Frequently Asked Questions about Lisa Rapfogel Cfp®, Cltc, Lutcf

What company does Lisa Rapfogel Cfp®, Cltc, Lutcf work for?

Lisa Rapfogel Cfp®, Cltc, Lutcf works for Southern Methodist University

What is Lisa Rapfogel Cfp®, Cltc, Lutcf's role at the current company?

Lisa Rapfogel Cfp®, Cltc, Lutcf's current role is Instructor CPFP Program.

What schools did Lisa Rapfogel Cfp®, Cltc, Lutcf attend?

Lisa Rapfogel Cfp®, Cltc, Lutcf attended Southern Methodist University, The University Of Texas At Austin, Trinity Valley School, Fort Worth, Texas.

What skills is Lisa Rapfogel Cfp®, Cltc, Lutcf known for?

Lisa Rapfogel Cfp®, Cltc, Lutcf has skills like Estate Planning, Personal Finance, Investment Strategies, Risk Management, Asset Management, Relationship Management, Finance, Retirement, Bonds, Asset Allocation, Insurance, Financial Services.

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