Lisa Brinig Certified Financial Planner - Mariner Wealth Advisors, LLC
As a fee-only wealth manager, I offer independent advice and personalized service to help my clients achieve their life goals by providing comprehensive planning and thoroughly researched, well-diversified portfolios.
(858)352-7849 (858)795-2101 Fax
10616 Scripps Summit Court San Diego, CA 92131-3966 -
MAP
I offer comprehensive, fee-only financial planning and wealth management to business owners, high net worth individuals and those who want the services of a personal CFO.
My ideal client is a high net worth individual, couple or business owner who wants to work with a professional to set goals and take the steps necessary to achieve those goals and who values the comprehensive financial planning and disciplined, independent investment management solutions I provide.
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Social Clubs
Univ. of Kansas Alumni Assoc. Whispering Winds Women's Aux.
Charities
Dress For Success Build A Miracle
Graduate Degrees
M.S. Financial and Tax Planning, San Diego State University
College Degrees
B.S., Journalism, University of Kansas
Organizations
Financial Planning Association USD Estate Planning Council
