Lisa L. Banning,  CFP<sup>&reg;</sup> - Financial Advisor

Lisa L. Banning, CFP®

Registered Representative

Financial Management Network, Inc

26041 Acero
Mission Viejo, CA 92691
(949) 455-0300

General

Lisa Banning is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financial Management Network, Inc in Mission Viejo, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

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

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Career Change, Asset Allocation, Estate Planning, Investment Management, Mutual Funds, Insurance, Job Loss, Retirement, Long-term Care, Women's Finances

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Helpful Financial Planning Resources