Senior Vice President, Financial Advisor
Los Angeles Metropolitan Area
Contact Info
192 followers
183 connections
About
My passion is learning about people and understanding their needs. Life is not "one size fits all", and I love helping others find the best way to meet their personal goals. The only way to be prepared is to have a plan, and I enjoy working with individuals and their families on that journey.
Outside of the office I am a lover of theatre, music, and art. A Philadelphia native, I enjoy taking advantage of the wonderful Los Angeles weather through plenty of hiking and beach days.
Activity
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Exclusive interview with Jeremy Eisenstein, Managing Director, Goldman Sachs! Jeremy joined Diana Britton at Wealth Management EDGE to talk about…
Exclusive interview with Jeremy Eisenstein, Managing Director, Goldman Sachs! Jeremy joined Diana Britton at Wealth Management EDGE to talk about…
Liked by Lisa Westermark, ChFC®
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Welcome SRM Private Wealth to Goldman Sachs Advisor Solutions! Thank you Stan Gregor and Summit Financial for your continued collaboration. We are…
Welcome SRM Private Wealth to Goldman Sachs Advisor Solutions! Thank you Stan Gregor and Summit Financial for your continued collaboration. We are…
Liked by Lisa Westermark, ChFC®
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Our Director, Carina Diamond, was featured in this PlanAdvisor article by Natalie Lin about advancing #DEI in the #financialservices industry. Carina…
Our Director, Carina Diamond, was featured in this PlanAdvisor article by Natalie Lin about advancing #DEI in the #financialservices industry. Carina…
Liked by Lisa Westermark, ChFC®
Experience
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Administrative Assistant
Quilvest Private Equity
Education
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University of Cincinnati College-Conservatory of Music
Bachelor's Degree
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Licenses & Certifications
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Chartered Financial Consultant
The American College
Issued -
Personal Investment Advisor
Merrill Lynch Internal
Issued
Languages
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French
Limited working proficiency
More activity by Lisa
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Had a fantastic time participating in this Think Tank about improving diversity in the RIA space.
Had a fantastic time participating in this Think Tank about improving diversity in the RIA space.
Shared by Lisa Westermark, ChFC®
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While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince…
While making the case for improved industry diversity is “not a sprint,” showing the financial imperative for doing so is the best way to convince…
Liked by Lisa Westermark, ChFC®
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In May of 2022, I had just quit my teaching job, and I felt more lost and confused than ever before. I decided to find a quiet office job where I…
In May of 2022, I had just quit my teaching job, and I felt more lost and confused than ever before. I decided to find a quiet office job where I…
Liked by Lisa Westermark, ChFC®
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We have some very exciting guests coming up, so excited to announce The Legacy Lounge!
We have some very exciting guests coming up, so excited to announce The Legacy Lounge!
Liked by Lisa Westermark, ChFC®
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In an underrepresented industry it is very exciting to be part of this highlighted group! Then when I read who mentioned me, Gloria S Garcia…
In an underrepresented industry it is very exciting to be part of this highlighted group! Then when I read who mentioned me, Gloria S Garcia…
Liked by Lisa Westermark, ChFC®
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It has been a joy working with Morningstar over the past few months to launch this partnership. From Day 1, our goal has been aligned: "how can we…
It has been a joy working with Morningstar over the past few months to launch this partnership. From Day 1, our goal has been aligned: "how can we…
Liked by Lisa Westermark, ChFC®
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Congrats to Pete, Tony, Joshalyn, and Alex on the launch of HS Wealth Partners! Goldman Sachs Advisor Solutions is excited to support your next…
Congrats to Pete, Tony, Joshalyn, and Alex on the launch of HS Wealth Partners! Goldman Sachs Advisor Solutions is excited to support your next…
Liked by Lisa Westermark, ChFC®
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Welcome Outrunner Capital to Goldman Sachs Advisor Solutions! We are excited that our institutional-grade custodial services can help support your…
Welcome Outrunner Capital to Goldman Sachs Advisor Solutions! We are excited that our institutional-grade custodial services can help support your…
Liked by Lisa Westermark, ChFC®
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What a week. Kicked it off seeing Ali Wong at the Netflix is a Joke festival (highly recommend her new standup) Flew to Hollywood Fl for #WMEdge…
What a week. Kicked it off seeing Ali Wong at the Netflix is a Joke festival (highly recommend her new standup) Flew to Hollywood Fl for #WMEdge…
Liked by Lisa Westermark, ChFC®
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Meeting up in person is so powerful 🌺. Spending time at Wealth Management EDGE reminded me of that 🌻! Highlight was having deep and personal…
Meeting up in person is so powerful 🌺. Spending time at Wealth Management EDGE reminded me of that 🌻! Highlight was having deep and personal…
Liked by Lisa Westermark, ChFC®
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I’ll never turn down an opportunity to travel back to the Mainline! Especially when it means hosting an impactful event with Bill McNabb. We had a…
I’ll never turn down an opportunity to travel back to the Mainline! Especially when it means hosting an impactful event with Bill McNabb. We had a…
Liked by Lisa Westermark, ChFC®
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What a wonderful opportunity it proved to be for the Stablepoint Partners management team to continue our mission to elevate our cleints experience…
What a wonderful opportunity it proved to be for the Stablepoint Partners management team to continue our mission to elevate our cleints experience…
Liked by Lisa Westermark, ChFC®
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Excited to touch down in Florida next week for Wealth Management EDGE. The team at Vanilla is excited to spend time with our advisor friends and…
Excited to touch down in Florida next week for Wealth Management EDGE. The team at Vanilla is excited to spend time with our advisor friends and…
Liked by Lisa Westermark, ChFC®
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Absolutely fantastic time at WealthManagement.com EDGE! Great sharing ways RIAs can position themselves to grow organically from marketing, business…
Absolutely fantastic time at WealthManagement.com EDGE! Great sharing ways RIAs can position themselves to grow organically from marketing, business…
Liked by Lisa Westermark, ChFC®
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🌟 Thrilled to be at the Barron's Teams Summit in Las Vegas last week with this fantastic Wealth and Asset Management team! 🌟 It was a fun and…
🌟 Thrilled to be at the Barron's Teams Summit in Las Vegas last week with this fantastic Wealth and Asset Management team! 🌟 It was a fun and…
Liked by Lisa Westermark, ChFC®
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