We're here for you Helping you pursue your life's goals
Lisa A. Chapman, CFP®, CIMA®, CRPS
Managing Director - Wealth Management
CERTIFIED FINANCIAL PLANNER™
Certified Investment Management Analyst (CIMA®)
Chartered Retirement Plans Specialist (CRPS®)
562-343-9216
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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