Lisa Murphy MPS, CFP®

Partner and Senior Wealth Advisor

Based in San Diego, Lisa helps independent women, retirees, business owners, and multigenerational families navigate retirement, inheritance, major life transitions, and complex financial decisions.

Ways to Connect

In-person visits
Video Meetings
Phone Meetings

Request an introduction

Who Lisa Typically Helps

Independent women, professionals approaching retirement, retirees, business owners preparing for a sale, executives with equity compensation, multigenerational families, women navigating divorce, recent widows and widowers, charitably inclined individuals and families.

Serving Clients in

San Diego • La Jolla • Del Mar • Rancho Santa Fe • Carlsbad • Communities throughout Southern California

Available nationwide through virtual meetings

Questions Lisa Helps Answer

How can I prepare for retirement and create sustainable income?
How should I integrate an inheritance or sudden wealth into my plan?
What should I prioritize during divorce or after losing a spouse?
How can charitable giving fit into my financial plan?
How can I coordinate tax, estate, and legacy planning?

Lisa Murphy is a Senior 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, working 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.
In 2026, Lisa joined the Mission Wealth Partner group.

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, Partner and Senior Wealth Advisor

Lisa’s Frequently Asked Questions

What should I expect when I begin working with Lisa as my financial advisor?

Clients can expect an in-depth, thorough analysis of their financial plan and portfolio, followed by methodical implementation.

Will I work directly with Lisa, and who else may support my financial plan?

Lisa will serve as your primary advisor, supported by a coordinated team that may include an associate advisor and other experienced advisors. Mission Wealth specialists in investments, tax planning, estate planning, and other areas may also contribute based on your needs.

Mission Wealth is a fiduciary. What does that mean?

As a fiduciary, Mission Wealth is required to act in your best interest and not place our interests ahead of yours when providing investment advisory services. Our recommendations are guided by your goals, circumstances, and overall financial needs.

How often will we meet and review my financial plan?

Meeting frequency is tailored to your planning needs and the scope of your relationship with Mission Wealth. You and Lisa will establish a review schedule, with additional conversations as important decisions, opportunities, or life changes arise.

Can I work with Lisa if I live outside San Diego or my situation is not listed above?

Yes. Lisa meets with clients locally in person and works with clients across the United States by video and phone. The audiences and questions highlighted above reflect areas of experience, not requirements for working together.

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.