Lisa  Rapfogel Ostroff,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa Rapfogel Ostroff, CFP®

Advisor

Allegiant Wealth Management

10000 N Central Expressway, Ste 1200
Dallas, TX 75231
(972) 348-6337

General

Lisa Rapfogel Ostroff is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Allegiant Wealth Management in Dallas, TX and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, Asset Allocation, Estate Planning, Employee Benefits, Insurance, Retirement

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