Lisa Banning, CFP®

Phone: (949) 455-0300
Fax: (949) 455-0303
E-mail:


Lisa is a Registered Representative with FMN Capital Corporation and is an RIA Representative of FMN. She holds Series 7 and 66 securities licenses and a Life/Disability Insurance license with an emphasis on Long Term Care. In 1981, Lisa graduated with a Bachelor of Science degree in Business Administration from the University of Kansas. She earned her Certified Financial Planner designation through the College for Financial Planning in Denver, Colorado.

Lisa's successful sales management career in computer software & networking technology prepared her to meet the needs of business clients. Having achieved personal financial goals through sound choices prepared her to coach clients on a personal level.