Lisa Ozaki

Lisa Ozaki


San Jose, California, United States

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Work Experience

Allworth Financial

Associate Advisor

Present

Silicon Valley Wealth Advisors

Financial Planner

2022-10-01 - Present

Financial Planning Association (FPA)

Financial Planning Association Externship

2020-06-01 - 2020-07-01

Associated Students, San Diego State University

Reservation Assistant

2017-10-01 - 2020-05-01

Bank of America

Advisor Development Summer Intern

2019-06-01 - 2019-08-01

Star One Credit Union

Consumer Loan Intern

2018-06-01 - 2018-08-01

DSW

Sales Associate

2017-05-01 - 2017-08-01

The Cheesecake Factory

Hostess

2015-11-01 - 2016-08-01

Skills

retirement planning investment advising 401 management financial advising financial services investing

Languages

English