Portrait of Lizet Schafer

Lizet Schafer

Senior Client Service Representative

Based in Santa Barbara, Lizet brings experienced operational support to new accounts, ongoing maintenance, and client requests, keeping service organized and responsive.

Ways to Connect

  • In-person visits
  • Video Meetings
  • Phone Meetings

Lizet Schafer serves as a Senior Client Service Representative at Mission Wealth. In this role, she acts as a liaison between Mission Wealth’s custodian partners and clients, fulfilling requests on all sides of the relationship with precision. Lizet’s responsibilities include preparing and managing account forms, performing ongoing account maintenance, and providing personalized support.

Every challenge is an opportunity to tinker, innovate, and grow—a chance to deliver top-tier service and seamless success for both clients and colleagues alike.

Lizet Schafer, Senior Client Service Representative

Professional Background

Prior to joining Mission Wealth, Lizet began her career as a legal assistant at a law firm in California’s Central Valley, honing her skills in legal documentation, client relations, and administrative support. She then advanced to a financial administrator role, expanding the position’s scope to include managing accounts, payroll, HR, and office operations. Later, as the Client Service & Operations Manager at a small wealth management firm, Lizet optimized office processes, liaised between Schwab and clients, resolved client and advisor requests, and contributed to special projects and business development efforts.

Lizet holds both a Bachelor of Science in Management and a Bachelor of Arts in Economics from the University of California, Merced.

Personal Pursuits

In her free time, Lizet enjoys traveling, discovering new eateries, and learning about the latest technology. She likes to venture out with her husband, Kale, and two adventurous corgis, Gizmo and Cosmo, to seek new experiences and make the most of every journey.

Community Impact

Lizet is committed to the well-being of all pets and supports this cause through her philanthropy with Queen’s Best Stumpy Dog Rescue.

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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