Lisa Weil (CFP®, MBA)

Lisa Weil focuses in the
following client markets or areas of practice:

  • Cash Flow/Budgets/Credit Issues
  • Charitable Giving
  • College/Education Planning
  • High Net Worth Client Needs
  • Hourly
  • Insurance Related Issues

NAPFA Start Date

December 01, 2017

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This Office

2417 25th Ave E Seattle, WA 98112-2610 Phone: (206) 258-5305