Lisa Ozaki, CFP
About Lisa Ozaki, CFP
Lisa Ozaki is an Associate Financial Advisor with a Bachelor of Science in Financial Services from San Diego State University, currently volunteering in Silicon Valley's Financial Planning Association's NextGen task force.
Title: Associate Financial Advisor
Lisa Ozaki holds the position of Associate Financial Advisor. In this capacity, she works closely with clients to develop and manage financial plans, offering tailored advice and strategies to meet their financial goals. Her role requires a comprehensive understanding of financial planning and investment strategies to ensure each client receives personalized service.
Education and Expertise in Financial Services
Lisa Ozaki earned a Bachelor of Science degree in Financial Services from San Diego State University. This education has provided her with a strong foundation in financial planning, investment management, and client relationship management. Her credentials as a Certified Financial Planner (CFP) complement her academic background, enhancing her ability to assist clients with various financial needs.
Professional Experience at a Boutique RIA
Before her current role, Lisa Ozaki gained valuable experience as an Associate Advisor at a boutique Registered Investment Advisor (RIA) firm in San Jose. In this position, she was responsible for supporting senior advisors, conducting financial analyses, and assisting clients with their investment portfolios. Her experience in a boutique setting provided her with a broad range of knowledge and skills in personalized wealth management.
Community Involvement with the Financial Planning Association
Lisa Ozaki actively participates in Silicon Valley's Financial Planning Association (FPA), specifically contributing to the NextGen task force. Through her volunteer work, she supports the professional development and networking opportunities for new and emerging financial planners in the industry. Her involvement with FPA highlights her commitment to fostering growth and collaboration within the financial planning community.
Personal Interests: Hiking, Reading, and Board Games
Outside of her professional endeavors, Lisa Ozaki enjoys a variety of recreational activities. She frequently hikes at Almaden Quicksilver, appreciating the natural beauty and the physical challenge. Additionally, she participates in a book club where she indulges in fantasy literature. Lisa also enjoys playing board games, with a particular fondness for Catan, highlighting her strategic thinking and love for interactive, social activities.