Lisa Hohl
Lisa brings over 18 years of diverse experience in the financial services industry, with a background that spans investment planning, insurance, and client advisory. She works with individuals and families to build financial strategies that support long-term growth and security. Lisa is committed to providing clients with consistent insight and clear financial guidance.
Her professional journey includes wholesaling and advisory roles, which have given her a comprehensive view of the industry and a strong foundation for client-focused planning. Lisa emphasizes clarity, transparency, and education in every interaction.
Lisa earned a BA in Psychology from Point Loma Nazarene University in 2005. She became a registered financial representative in 2020 and holds Series 7, 63 and 65 securities licenses, along with state insurance credentials. She lives in San Diego with her husband, Zack, and their daughter, Evie. In her spare time, she enjoys spending time outdoors and with family.
She is also a member of the Wedbush President’s Club.
