About Me

Lisa S. Sharp, CFP®

Newport Beach, CA

Lisa Sharp, our Vice President of Client Relations has over 25 years of experience as a financial professional.  Prior to joining Spectrum in 2004, she spent just under a decade at Charles Schwab & Co as an advisor and a branch manager.  Lisa is a CERTIFIED FINANCIAL PLANNER™ practitioner and leads our eMoney Financial Planning Initiative that offers clients a customized view of their Total Balance Sheet and Financial Picture in one place.

Lisa is a graduate of Loyola Marymount University in Los Angeles, where she earned a bachelor’s degree in business administration with an emphasis in finance.  She resides in Texas with her husband Dave.  Lisa enjoys outdoor adventures, reading, and spending time with friends and family. 

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To schedule a time to talk please contact me today:

Call (949) 717-3400