AeroLeads people directory · profile
Lisette Smith, Cfp®, Cdfa® Email & Phone Number
Senior Advisor
at
Divorce Advisory FP
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Advisor
Location
San Francisco, California, United States
Company size
Who is Lisette Smith, Cfp®, Cdfa®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Lisette Smith, Cfp®, Cdfa® is listed as Senior Advisor at Divorce Advisory FP, a with 6 employees, based in San Francisco, California, United States. AeroLeads shows a matched LinkedIn profile for Lisette Smith, Cfp®, Cdfa®.
Lisette Smith, Cfp®, Cdfa® previously worked as Senior Advisor and COO at The Advisory Group Of San Francisco, Llc and Senior Advisor at The Advisory Group Of San Francisco, Llc. Lisette Smith, Cfp®, Cdfa® holds Masters Of Business Administration - Mba, Finance from Boston University - School Of Management.
Company email context
Email format at Divorce Advisory FP
This section adds company-level context without repeating Lisette Smith, Cfp®, Cdfa®'s masked contact details.
Divorce Advisory FP
Review company-level records connected to Lisette Smith, Cfp®, Cdfa® before choosing the right outreach path.
Profile bio
About Lisette Smith, Cfp®, Cdfa®
Lisette Smith, Cfp®, Cdfa® is a Senior Advisor at Divorce Advisory FP.
Current workplace
Lisette Smith, Cfp®, Cdfa®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Divorce Advisory Fp
9 roles · 39 years
Lisette Smith, Cfp®, Cdfa® work experience
A career timeline built from the work history available for this profile.
Senior Advisor And Coo
Senior Advisor
Providing independent financial guidance and investment management for business owners, individuals and families. We help our clients gain clarity, prioritize and make good decisions about their financial future.
Oct 2016 - Sep 2020
Board Of Directors, Treasurer
WINE WOMEN champions the advancement of women’s careers in the wine industry by building strong relationships, essential business skills and leadership among members.
Apr 2018 - Sep 2020
Co-Founder And Partner
The Partnership Resource
We provide mediation services for business partners in conflict or at an inflection point in their partnership.
Oct 2012 - Sep 2016
Mediator And Financial Manager
Sep 2011 - Jul 2016
Arbitrator
Serve on arbitration panels resolving issues between investors and member brokerage firms. Matters in dispute involve: breach of fiduciary duty, failure to supervise, negligence, misrepresentation.
Sep 2004 - Aug 2015
Co-Founder/Principal Financial Advisor
Garnet Group Llc
Co-founder and wealth advisor. This firm is result of the merger of Smith Rapacz and Mosaic Wealth Management. Served high net worth individuals and families with highly customized wealth management services. Acquired clients and served as financial planner and investment advisor: evaluated all elements of the financial picture, including cash and debt management, investment planning and management, asset allocation, tax planning, retirement planning, college savings, charitable intentions, estate planning, management of closely held and concentrated positions, and risk management. Coordinated other advisors.
Jul 2000 - Sep 2010
Director Of Financial Planning
North American Management Corporation
1988 - 2000
~12 yrs
Team & coworkers
Colleagues at Divorce Advisory FP
Other employees you can reach at advisorygroupsf.com. View company contacts for 6 employees →
3 education records
Lisette Smith, Cfp®, Cdfa® education
Masters Of Business Administration - Mba, Finance
Certificate, Mediation & Conflict Resolution
Harvard University Program On Negotiation
Peace Studies And Conflict Resolution
Mccormack Graduate School Of Policy And Global Studies
FAQ
Frequently asked questions about Lisette Smith, Cfp®, Cdfa®
Quick answers generated from the profile data available on this page.
What company does Lisette Smith, Cfp®, Cdfa® work for?
Lisette Smith, Cfp®, Cdfa® works for Divorce Advisory FP.
What is Lisette Smith, Cfp®, Cdfa®'s role at Divorce Advisory FP?
Lisette Smith, Cfp®, Cdfa® is listed as Senior Advisor at Divorce Advisory FP.
Where is Lisette Smith, Cfp®, Cdfa® based?
Lisette Smith, Cfp®, Cdfa® is based in San Francisco, California, United States while working with Divorce Advisory FP.
What companies has Lisette Smith, Cfp®, Cdfa® worked for?
Lisette Smith, Cfp®, Cdfa® has worked for Divorce Advisory Fp, The Advisory Group Of San Francisco, Llc, Wine Women, The Partnership Resource, and Mwi.
Who are Lisette Smith, Cfp®, Cdfa®'s colleagues at Divorce Advisory FP?
Lisette Smith, Cfp®, Cdfa®'s colleagues at Divorce Advisory FP include Kyle Dodson, Cfp®, Greg Patterson, and Mariame Pierce, Cfp®.
How can I contact Lisette Smith, Cfp®, Cdfa®?
You can use AeroLeads to view verified contact signals for Lisette Smith, Cfp®, Cdfa® at Divorce Advisory FP, including work email, phone, and LinkedIn data when available.
What schools did Lisette Smith, Cfp®, Cdfa® attend?
Lisette Smith, Cfp®, Cdfa® holds Masters Of Business Administration - Mba, Finance from Boston University - School Of Management.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial