Lisa Farrier (CFP®)

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

  • Investment Advice with Ongoing Management
  • Medical Professionals
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

NAPFA Start Date

February 22, 2019

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This Office

PO Box 373 Crystal Bay, NV 89402-0373 Phone: (775) 413-0468