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.