Broker Check

1

Consultant

32

Years of experience

1

Local Office

We Stay Focused on Market Trends, so You Don't Have To

Manage Your Money with Confidence

Manage Your Money with Confidence

Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.


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What We Bring to the Table

What We Bring to the Table

We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.


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What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

<p>Your DNA Test</p>

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
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<p>Comparing Investments</p>

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.
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<p>Emotional vs. Strategic Decisions</p>

Emotional vs. Strategic Decisions

Information vs. instinct. Are your choices based on evidence of emotion?
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Our Expert

Lisa Lagorio

Lisa Lagorio

Investment Advisor Representative

925-292-9638

925-292-9634

Learn How We Can Help You

Schedule a Meeting