As a financial advisor and a Certified Financial Planner™, with Symbio Financial Partners, Lisa is passionate about helping clients build a strong financial foundation. Having joined Symbio Financial Partners in 2014, she plans to continue founders Michael Dorvillier and Shari Miller’s legacy of service, integrity and trust.
Lisa graduated from the University of California, San Diego with a B.A. in International Studies—Business. Discovering her passion for financial services began early on in her career where she spent six years in retail banking at Citibank and Wells Fargo. Lisa is a Certified Financial Planner™, and holds her FINRA series 7 and 66 licenses through LPL Financial. She also holds her Life and Health Insurance Licenses, California license # 4083969.
Through financial planning, Lisa helps clients navigate complex financial matters so that they can make sound decisions when it comes to their goals. The planning includes helping clients prepare for retirement goals, or for big purchase goals—such as an investment property or secondary education costs for their children. Lisa partners with our clients and strives to cultivate long-lasting relationships.
When she’s not busy at work, she enjoys spending time with her husband Jun and new born baby, weight training, spending time outdoors, and playing fetch with her ornery but lovable Corgi mix, Thor. Her love of animals extends to her volunteer work at the San Diego Humane Society where she sits on the Finance Committee board.