Lisa Beaty provides financial planning and related services to independent financial advisors. Lisa’s goal is to enhance the client-advisor relationships by providing comprehensive financial planning services to the advisor’s clients. Lisa brings over a decade of industry experience spanning from a wealth management analyst role to a financial advisor and now focusing as a strategic partner in a client-advisor relationship as a Financial Planner. Lisa received her Bachelor’s degree in Business Management from California State University, San Bernardino. She enjoys being active outdoors, including hiking, running, Crossfit and spending time with her husband and two children.

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  lisa@cornersws.com
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  760-832-1426