Year-end Tax Insights!
Lisa Murphy
Learn About Lisa Murphy
Professional Background
Lisa Murphy started her career at Altegris Investments, where she gained experience in alternative investment strategies. She then worked as an Associate Wealth Advisor for two local San Diego wealth advisory firms, where she built comprehensive financial plans and provided excellent client service. Lisa's background also includes work as an educator in China, Los Angeles, and San Diego.
Lisa holds a Master's in Wealth Management from Columbia University and a Bachelor's degree from San Diego State University. Her certifications include FINRA Series 7, 63, and 65 licenses, and she holds the CERTIFIED FINANCIAL PLANNER™ certification.
Personal Pursuits
Based in sunny San Diego, Lisa lives an active lifestyle and spends her free time hiking, running along the beach, and exploring the great outdoors. She is an avid traveler with a goal of visiting every national park in the U.S. Lisa also enjoys reading, spending time with family, and chasing after her toddler son.
Community Impact
Lisa Murphy is committed to advancing the financial planning profession and empowering women in finance through her active involvement with the Financial Planning Association and the Financial Women's Association. As a member of these organizations, she participates in industry events, networking opportunities, and mentorship programs to stay up-to-date on the latest financial planning trends and connect with other professionals in her field. Lisa is also passionate about advocating for greater diversity and inclusion in finance and works to create opportunities for underrepresented groups to enter and succeed in the industry. Her dedication to advancing the profession and promoting equality makes her a valuable asset to these organizations and the wider financial planning community.
As a member of the Women on a Mission group, she is part of a team of female members who offer the advice and guidance women need in this new age. Our goal is to support a future full of strong, independent women, based on education, positivity, and empowerment.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
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