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866.311.TEAM (8326)
Lisa Vallejo, LUTCF, CLTC
Skills
- Wealth Management
- Retirement Planning
- Legacy Planning
- Estate Planning
- Charitable Gift Planning
- 401(k) Rollovers (403(b), TSP, TSA, IRA, SEP, etc.)
- 401(k) Set up and management
- Risk Management
- Financial Planning
- Cash Flow Management
Credentials
- CA Ins. Lic. #0E29231
- Registered Representative
- Series 6
- Series 63
- Series 7
- Series 65
Interests
- Sail boat racing
- Sailing
- Stand up Paddleboarding
- Swimming
- Scuba
- Good Food
- Movies
Languages
- English