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Lisa A. Chapman, CFP®, CIMA®, CRPS

Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)

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phone

562-343-9216



Connect with me on LinkedIn


address

UBS Financial Services Inc.
3030 Old Ranch Pkwy
Suite 300
Seal Beach, CA 90740



In today's economy, good financial advice is critical. That’s why it’s important to work with a dedicated Financial Advisor committed to listening to you, understanding your concerns and helping make sure all aspects of your financial life are aligned. I strive to provide advice tailored to your individual circumstances and all you'd like your wealth to achieve.

Talk to me about how I can help you embrace your financial future with confidence.


Lisa Chapman has been recognized as an industry leader.

  • Forbes America's Top Women Advisors, 2018, 2019
  • Forbes Best-In-State Wealth Advisors, 2018, 2019
  • Forbes Top 200 Women Advisors, 2017


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