Lisa Chapman, CFP, CIMA, CRPS - UBS Financial Services Inc.

Services Offered

• financial planning
• investment management
• retirement planning
• wealth management

About

Lisa Chapman is a Certified Financial Planner (CFP®) and financial advisor based in Seal Beach, California. She provides comprehensive financial planning and investment management services to her clients. With additional certifications such as CIMA and CRPS, Lisa specializes in retirement planning and wealth management strategies. Her practice is dedicated to serving individuals and families looking to achieve their financial goals and secure their financial future.

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