Lisa Murphy, MPS, CFP® Mission Wealth Client Advisor

Lisa Murphy

In by Mission Wealth

Lisa Murphy Wealth Advisor Mission Wealth

Lisa Murphy

MPS, CFP®

Wealth Advisor

CONTACT LISA

Lisa Murphy

MPS, CFP®

Wealth Advisor

CONTACT LISA

"With over a decade of industry experience and a background in education, I believe in the value of living a life of service to the community and the importance of building a strong financial foundation when working towards achieving one's goals."

Lisa Murphy is a Wealth Advisor at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. She is committed to providing her clients with comprehensive, specialized financial advisory services and works closely with each client to develop customized goal plans and portfolios that align with their unique circumstances and values. Lisa is dedicated to guiding her clients through every stage of their financial journey and providing expert advice on investments, retirement planning, insurance, tax strategies, and estate planning. With her in-depth knowledge and experience in the financial industry, Lisa is passionate about helping her clients achieve their financial goals and secure their financial futures.

"With over a decade of industry experience and a background in education, I believe in the value of living a life of service to the community and the importance of building a strong financial foundation when working towards achieving one's goals."

Lisa Murphy is a Wealth Advisor at Mission Wealth, serving individuals and businesses in San Diego, California and the surrounding area. She is committed to providing her clients with comprehensive, specialized financial advisory services and works closely with each client to develop customized goal plans and portfolios that align with their unique circumstances and values. Lisa is dedicated to guiding her clients through every stage of their financial journey and providing expert advice on investments, retirement planning, insurance, tax strategies, and estate planning. With her in-depth knowledge and experience in the financial industry, Lisa is passionate about helping her clients achieve their financial goals and secure their financial futures.

Learn About Lisa Murphy

Professional Background

Lisa Murphy started her career at Altegris Investments, gaining experience in alternative investment strategies as a Client Relationship Team Coordinator. She then worked as an Associate Wealth Advisor at Bradley Wealth Management and AlphaCore Wealth Advisory, 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 in Communication from San Diego State University. Her certifications include FINRA Series 7, 63, and 65 Licensed, and she holds the CERTIFIED FINANCIAL PLANNER™ certification.

Personal Pursuits

Based in sunny San Diego, Lisa enjoys living 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 her family, and playing with her cat, Henry. Her love for the outdoors and living in San Diego have inspired her to get involved with local environmental and sustainability organizations, and she is committed to promoting a healthy, active lifestyle in her community.

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 an array of female team members that 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.

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Mission Wealth Success Story

A client who recently sold her business needed a comprehensive wealth management plan. The client was referred to Mission Wealth to help guide her through a recent business transition and the subsequent tax, estate planning, and investment planning needs.

We conducted an in-depth analysis of her situation including a comprehensive tax and estate plan review to ensure her affairs were organized in the most tax-efficient way. The cash flow analysis uncovered additional income needs that we complemented with covered calls on concentrated stock holdings. Additionally, we were able to further increase her income with access to alternative assets.

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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