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Lisa Brinig, CFP®

CBIZ Wealth Management

10616 Scripps Summit Ct
San Diego, CA 92131-3966
Phone: (858) 795-2117
Fax: (858) 795-2101

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Household Income Minimum: $0
Investable Asset Minimum: $100,000

Specialties
  • Attending College
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Retirement
  • Sudden Wealth
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.