Lisa Raboin

Services Offered

• Investment planning
• Insurance strategies
• Holistic financial planning

About

Lisa Raboin is a financial consultant based in Lake Oswego, Oregon, affiliated with Oppenheimer. She specializes in aligning clients' unique goals and values with comprehensive investment and insurance strategies. Lisa employs a thorough discovery process to understand each client's specific financial situation, time horizon, and risk tolerance. Her practice focuses on serving high net worth individuals, families, corporate executives, and businesses, helping them grow and protect their assets.

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