Lisa Banning, CFP®contact here
Having achieved her financial goals through sound choices while adapting to changes, prepares Lisa to coach clients on a personal level.
Lisa shares her experience and has served on the Vanguard University Foundation Board, the Leadership Tomorrow Board of Directors and served as WomanSage Board President. Lisa is a Crown Ministries Budget Coach for Palm Harvest Church in Costa Mesa.
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 and is a member of the Financial Planning Association of Orange County.