Lisa Chapman, a Certified Financial Planner, will present data that shows when it comes to growing and maintaining wealth, women investors face unique challenges because they live longer, earn less and spend more than their male counterparts. She will help the audience to be more “financially confident” by reviewing a case study of one of her clients; the study will demonstrate actual advise Lisa gave to help her client pursue financial success. Lastly, Lisa will review the top ways wealthy women make it and keep it.
ABOUT LISA A. CHAPMAN
As a Managing Director with over 30 years of experience in the securities industry, Lisa brings a high level of expertise to the challenges faces by high net worth individuals, families, corporate retirement plans, and foundations. By guiding her clients through the complex planning process, Lisa provides unique solutions throughout the wealth accumulation, distribution, and into the bequest and multi-generational planning process. Her work includes the tax efficient management and distribution of trust and retirement plan assets, maximizing social security benefits, equity compensation plans, and portfolio management. She has conducted corporate seminars at Fortune 500 companies and been featured in various publications including The Wall Street Journal, Forbes, On Wall Street, Fortune Magazine, The Los Angeles Times, and has been recognized on multiple occasions on the prestigious Barron’s Top 100 Women’s Financial Advisor list.
Lisa is a graduate from California State University, Dominguez Hills and has worked at UBS (formerly Paine Webber) for 27 years. Her credentials include the Certified Financial Planner designation, Certified Investment Management Analyst designation from The Wharton School, and Certified Retirement Plan Specialist designation.
Lisa serves as a mentor for the Youth Leadership Council at Operation Jump Start and as a member of the Board of Directors for Memorial Medical Center Foundation locally in her community. Lisa lives in Long Beach with her husband of 30 years and their rescue cat and dog.