Broker Check

Lisa Lagorio

Lisa Lagorio is an Investment Advisor Representative with has over 32 years of experience in the finance industry. Lisa graduated from CSUC in 1980 and received the CFP designation in 1989.  CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.