Lizet Schafer

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.

After joining Mission Wealth in 2024, Lizet served as a Senior Client Service Representative before transitioning to the Technology team as a Product Specialist in September 2026. Her experience across legal, financial, and wealth management operations provides a practical foundation for developing solutions that support both employees and clients.

Lizet holds both a Bachelor of Science in Management and a Bachelor of Arts in Economics from the University of California, Merced, where she graduated with honors and completed a minor in Sociology.

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.

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 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.