Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc. - Seal Beach, California
Address: 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740.
Phone: 5623439216.
Website: advisors.ubs.com
Specialties: Financial consultant, Financial planner.
Other points of interest: Wheelchair accessible entrance, Wheelchair accessible parking lot, Wheelchair accessible restroom, Restroom, Appointments recommended.
Opinions: This company has 0 reviews on Google My Business.
Average opinion: 0/5.
đ Location of Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc.
Lisa Chapman is a distinguished financial consultant and planner based in Seal Beach, California. She is associated with UBS Financial Services Inc., a well-known financial institution, and operates from a convenient location at 3030 Old Ranch Pkwy #300, Seal Beach, CA 90740. Her phone number is 5623439216, and you can learn more about her and her services on her website: advisors.ubs.com.
Lisa's specialties include financial consulting and financial planning. As a Certified Financial Planner (CFP), Lisa has demonstrated her expertise in financial planning, tax planning, insurance planning, retirement planning, and estate planning. She also holds the Certified Investment Management Analyst (CIMA) and Chartered Retirement Plans Specialist (CRPS) designations, which highlight her knowledge in investment management and retirement plan management.
When visiting Lisa's office, you will find it to be wheelchair accessible, with convenient parking and restroom facilities. Appointments are recommended to ensure that Lisa can dedicate her time and expertise to your specific financial needs. Unfortunately, there are currently no reviews available on Google My Business for this company, but this does not reflect on Lisa's capabilities or the quality of her services.