Our advisor, Lisa Murphy, is outstanding! Her meticulous preparation and attention to detail in our financial planning and asset management have far exceeded our expectations. In addition to being highly skilled and professional, she is warm, caring, and a joy to work with. Thank you for all that you do!
Lisa Murphy MPS, CFP®
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
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?
The testimonials displayed are from current clients. Clients were not compensated and there are no material conflicts of interest. Testimonials may not be reflective of the experience of all clients and are not a guarantee of future performance.
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’s Frequently Asked Questions
Clients can expect an in-depth, thorough analysis of their financial plan and portfolio, followed by methodical implementation.
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 Women on a Mission, she is part of a firmwide community of women at Mission Wealth committed to connection, education, mentorship, and empowerment. The group reflects Mission Wealth’s broader commitment to supporting women as colleagues, leaders, clients, and community members.
Media & Speaking Engagements
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Must-Follow Estate Planning Leaders, Attorneys, and Champions (opens in a new window)
Wealthmanagement.com | March 2026
Media & Speaking Engagements
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Must-Follow Estate Planning Leaders, Attorneys, and Champions (opens in a new window)
Wealthmanagement.com | March 2026
Request an introduction to Lisa Murphy.
Join us for a complimentary introductory conversation with our team. We’ll learn more about your goals, answer initial questions, and help determine whether Lisa Murphy and Mission Wealth may be the right fit to support your life and financial goals.
Request an introduction
Our team.
Meet the experts in your corner.
Aaron Quintero
Client Service Representative
Abby Chajon
Operations Director
Adam Broughton
CFP®, CPWA®
Partner and Senior Wealth Advisor
Adam Silva
CFP®
Wealth Advisor
Adella Frender
Wealth Advisor Associate Intern
Aimee Gibbings
Operations Manager
Alejandro Segovia
Investments and Billing Specialist, Mergers
Alex Teklu
Technology Specialist
Alexandra Freres
Director of Finance
Alexia Soto
Senior Investment Operations Associate
Alexis Melgoza
Operations Specialist
Alison Miller
CFP®
Senior Wealth Advisor
Allison Modrak
CFP®
Wealth Advisor
Amanda Avila
AWMA™, AAMS™
Wealth Advisor Associate
Analisa Martin
Wealth Advisor Associate
Andrew Conway
CFP®
Senior Wealth Advisor