Lisa Murphy, MPS, CFP®

Wealth Advisor at Mission Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
San Diego, California, United States, US
Languages
  • English Native or bilingual proficiency
  • Spanish Elementary proficiency
  • Mandarin Elementary proficiency
Skills

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Bio

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Jason Adame-Quenell

Lisa was one of the most dedicated students I had the pleasure of knowing at SDSU and her passion for education has only grown since graduating. Any company or organization would be lucky to have her!

Mitch Thrower

Lisa has unrivaled people skills, creative marketing energy, and brings a dynamic new perspective to every projects she takes on.

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Dec, 2022
    - Sep, 2024
  • Series 65 - Uniform Investment Adviser
    FINRA
    Jun, 2019
    - Sep, 2024
  • Fundamentals of Alternative Investments Certificate
    CAIA Association
    Dec, 2017
    - Sep, 2024
  • Sequoia Internal Core Skills Program
    Sequoia Training Services Ltd
    Nov, 2016
    - Sep, 2024
  • Series 63 - Uniform Agent State Law
    Financial Industry Regulatory Authority (FINRA)
    Nov, 2016
    - Sep, 2024
  • Series 7 - General Securities Representative
    Financial Industry Regulatory Authority (FINRA)
    Jun, 2016
    - Sep, 2024
  • Managed Solutions Course
    Money Management Institute
    Sep, 2015
    - Sep, 2024

Experience

  • Mission Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Wealth Advisor
      • Jan 2022 - Present

      Mission Wealth is a premiere wealth and investment management firm with offices located nationwide. As a Virtual Family Office, we act on behalf of our clients as their Wealth Strategist focusing on customized portfolio design, implementation, and integration with our clients’ other needs (tax, income needs, gifting, charitable, family, retirement, complex decisions, legacy, estate, etc.). Mission Wealth's service offerings include financial planning, investment management, estate planning coordination, asset protection, charitable giving strategies, tax planning services, retirement planning, and Inspired Living. Show less

  • AlphaCore Wealth Advisory
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Advisor, Financial Planner
      • Sep 2019 - Dec 2021

      AlphaCore is a wealth advisory firm with a national presence dedicated to providing their clients with comprehensive wealth management plans utilizing traditional and alternative strategies. AlphaCore is a wealth advisory firm with a national presence dedicated to providing their clients with comprehensive wealth management plans utilizing traditional and alternative strategies.

  • Bradley Wealth
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Associate Wealth Advisor
      • Feb 2019 - Sep 2019

      A boutique wealth advisory firm focused on providing financial planning and portfolio management services for high net worth families. A boutique wealth advisory firm focused on providing financial planning and portfolio management services for high net worth families.

  • Altegris
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Relationship Team Coordinator
      • Sep 2013 - Feb 2019

      Altegris searches the world to find the best alternative investments. Their suite of alternative investment solutions are designed for financial professionals and individuals seeking to improve portfolio diversification. Altegris searches the world to find the best alternative investments. Their suite of alternative investment solutions are designed for financial professionals and individuals seeking to improve portfolio diversification.

Education

  • Columbia University in the City of New York
    Masters, Wealth Management
  • San Diego State University
    Bachelors, Communications
  • Valhalla High School
    High School Diploma

Community

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