Lisa Murphy, MPS, CFP®

Lisa Murphy is a Wealth Advisor at Mission Wealth. She is committed to providing her clients with comprehensive, specialized financial advisory services and works closely with each client to develop customized goal plans and portfolios that align with their unique circumstances and values. Lisa is dedicated to guiding her clients through every stage of their financial journey and providing expert advice on investments, retirement planning, insurance, tax strategies, and estate planning. With her in-depth knowledge and experience in the financial industry, Lisa is passionate about helping her clients achieve their financial goals and secure their financial futures. Lisa Murphy started her career at Altegris Investments, gaining experience in alternative investment strategies as a Client Relationship Team Coordinator. She then worked as an Associate Wealth Advisor at Bradley Wealth Management and AlphaCore Wealth Advisory, where she built comprehensive financial plans and provided excellent client service. Lisa's background also includes work as an educator in China, Los Angeles, and San Diego. Lisa holds a Master's in Wealth Management from Columbia University and a Bachelor's in Communication from San Diego State University. Her certifications include FINRA Series 7, 63, and 65 Licensed, and she holds the CERTIFIED FINANCIAL PLANNER™ certification.