Lisa Murphy Mission Wealth

Lisa Murphy

In by Mission Wealth

Lisa Murphy Mission Wealth

Lisa Murphy

MPS

Senior Client Advisor Associate


Lisa Murphy Mission Wealth

Lisa Murphy

MPS

Senior Client Advisor Associate

"I have always found that plans are useless but planning is indispensable." Dwight D. Eisenhower

Role at Mission Wealth

Lisa Murphy serves as a Senior Client Advisor Associate at Mission Wealth where she works closely with the advisory group. She serves clients by analyzing portfolios, building financial goal plans, and supports the wealth management and tax review process. Lisa is passionate about providing comprehensive, specialized financial advisory services to clients and works diligently to deepen her knowledge in investments, retirement, insurance, tax, and estate planning.


With over 8 years of industry experience and a background in education, Lisa believes 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.

Contact Information

Team Location: Orange Country, Los Angeles, San Diego, Arizona

Department:

Advisory Team

Professional Background

Lisa started her career at Altegris Investments, where she served as Client Relationship Team Coordinator supporting fellow team members, clients, and deepening her knowledge of alternative investment strategies. Lisa has also served as an associate wealth advisor at Bradley Wealth Management and AlphaCore Wealth Advisory where she supported their advisory teams by providing comprehensive client service and building holistic financial plans. Lisa also proudly supported AlphaCore's women & wealth initiative, where she sought to empower women through financial education events and webinars. Prior to working in the financial sector, Lisa worked as a educator in China, Los Angeles, and San Diego. Lisa graduated from Columbia University with a Masters in Wealth Management and is current working towards obtaining the CFP.


Masters in Wealth Management from Columbia University & Bachelors in Communication from San Diego State University, FINRA Series 7, 63, and 65 Licensed, CFP Candidate

Credentials

Personal Pursuits

When not providing financial advising services, Lisa can be found visiting every U.S. national park, traveling abroad with her husband, working with youth in the community, running along the beach, hiking, reading, spending time with family, and playing with her cat, Henry.

Lisa is a member of the Financial Planning Association and Financial Women's Association.



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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