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@ceritypartners.com
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Lissa Harris is listed as Principal | Wealth Planner at Cerity Partners, a with 211 employees, based in Mill Valley, California, United States. AeroLeads shows a work email signal at ceritypartners.com and a matched LinkedIn profile for Lissa Harris.
Lissa Harris previously worked as Planning & Operations Analyst at Brouwer & Janachowski and Client Relations Support at Brouwer & Janachowski. Lissa Harris holds Ba, Linguistics from Uc Irvine.
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AeroLeads found 1 current-domain work email signal for Lissa Harris. Compare company email patterns before reaching out.
Lissa Harris is a Principal | Wealth Planner at Cerity Partners. She possess expertise in asset allocation, financial planning, portfolio management, financial services.
Listed skills include Asset Allocation, Financial Planning, Portfolio Management, and Financial Services.
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Mill Valley, California, United States
I am a member of the firm’s Wealth Management practice and assist the Wealth Advisors in the complex process of creating and maintaining financial plans for clients. I also work on ad hoc projects for the Operations team.
Mill Valley, California, United States
As a Planning & Operations Analyst at Brouwer & Janachowski, I supported Wealth Advisors with the financial planning and analysis process. I also provided project management for the Smart Counsel advisory campaigns.
San Rafael, Ca
As a Financial Consultant, I was dedicated to helping individuals, small businesses and non-profit organizations try to meet their financial needs by developing investment plans that integrate their values and priorities around their long-term goals and risk tolerance. Having entered the financial services industry in 1993, I have extensive experience that enabled me to help clients structure balanced portfolios to help them both preserve and grow their wealth to support their financial goals. CA Insurance License# 0D77501This information was intended for use by residents of (AK, AZ, CA, FL, GA, MO, NV and NY).
Other employees you can reach at ceritypartners.com. View company contacts for 211 employees →
Claire Smith, Msm
Colleague at Cerity PartnersLouisville, Kentucky, United States
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Abigail Bell
Colleague at Cerity PartnersGreater Chattanooga, United States
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Megan Caldarelli
Colleague at Cerity PartnersColumbus, Ohio, United States
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Tony Decello
Colleague at Cerity PartnersCleveland, Ohio, United States
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Kyle Mooney
Colleague at Cerity PartnersNew York, United States
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Gary Jacobs
Colleague at Cerity PartnersOakland, California, United States
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Shadrack Frempong, Mba
Colleague at Cerity PartnersBoston, Massachusetts, United States
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Matthew Mckenna
Colleague at Cerity PartnersNew York, United States
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Jd Costello
Colleague at Cerity PartnersPonte Vedra Beach, Florida, United States
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Aj Zimmerman, Cfp®
Colleague at Cerity PartnersIndianapolis, Indiana, United States
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Quick answers generated from the profile data available on this page.
Lissa Harris works for Cerity Partners.
Lissa Harris is listed as Principal | Wealth Planner at Cerity Partners.
AeroLeads has found 1 work email signal at @ceritypartners.com for Lissa Harris at Cerity Partners.
Lissa Harris is based in Mill Valley, California, United States while working with Cerity Partners.
Lissa Harris has worked for Cerity Partners, Brouwer & Janachowski, Wells Fargo Advisors, Morgan Stanley Smith Barney, and Charles Schwab.
Lissa Harris's colleagues at Cerity Partners include Claire Smith, Msm, Abigail Bell, Megan Caldarelli, Tony Decello, and Kyle Mooney.
You can use AeroLeads to view verified contact signals for Lissa Harris at Cerity Partners, including work email, phone, and LinkedIn data when available.
Lissa Harris holds Ba, Linguistics from Uc Irvine.
Lissa Harris is listed with skills including Asset Allocation, Financial Planning, Portfolio Management, and Financial Services.
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