Lisa A. Malick,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa A. Malick, CFP®

Financial Planner/Investment Advisor

Lighthouse Financial LLC

370 Interlocken Blvd Ste 525
Broomfield, CO 80021
FINANCIAL ADVISOR'S WEBSITE
(303) 444-1818 CONNECT WITH Lisa
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General

Lisa Malick is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Lighthouse Financial LLC in Broomfield, CO and the surrounding communities.

Financial Advisor Overview

Lisa provides comprehensive financial advice and investment management with a personal touch. She is especially passionate about helping widowed and divorced women who are nearing, or in retirement.

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Financial Advisor Experience

14 Years

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 63

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Fixed annuities
  • Variable annuities

Broker-Dealer Disclaimer

Investment and Advisory services offered through Petra Financial Advisors, Inc. dba Lighthouse Financial, LLC, a registered investment advisor.

Financial Advisor's Specialties

Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Annuities, Buying a Home, Career Change, Asset Allocation, Estate Planning, Investment Management, Getting Divorced, Getting Married, Mutual Funds, Insurance, Job Loss, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Sudden Wealth, Women's Finances

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