Lisa Rapfogel Cfp®, Cltc, Lutcf Email and Phone Number
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
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Instructor Cpfp ProgramSouthern Methodist UniversityDallas, Tx, Us -
Financial PlannerBluecrest Financial Alliances/Massmutual Dallas-Fort Worth Jul 2008 - PresentMassMutual Dallas-Fort Worth/Allegiant Wealth Management is a full service financial planning firm.It was previously branded as HFG Advisors.
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Instructor Cpfp ProgramSouthern Methodist University Jan 2008 - Present
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Financial AdvisorMassmutual / Hfg Advisors Mar 1996 - Jun 2008
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Financial AdvisorConnecticut Mutual 1993 - 1996
Lisa Rapfogel Cfp®, Cltc, Lutcf Skills
Lisa Rapfogel Cfp®, Cltc, Lutcf Education Details
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Southern Methodist UniversityCertificate Program In Financial Planning -
The University Of Texas At Austin -
Trinity Valley School, Fort Worth, TexasHigh 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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