Bank of America Private Client Advisor Lisa Behun

Services Offered

• Investment advice
• Investment strategies
• Financial planning

About

Lisa Behun is a Private Client Advisor with Bank of America, located in San Diego, California. She offers investment advice and strategies tailored to individual client needs, focusing on understanding their life goals, risk tolerance, time horizon, and liquidity requirements. Lisa provides comprehensive financial planning services, including investment management and personalized financial strategies. Her practice is dedicated to serving clients who seek to align their investments with their personal financial objectives.

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