U.S. Bank - Private Wealth Advisor: Lisa Pepin

Services Offered

• Financial planning
• Investment management
• Wealth management

About

Lisa Pepin is a Private Wealth Advisor based in Boise, Idaho, providing personalized financial planning and investment guidance. She partners with clients to develop tailored wealth plans that align with their unique goals and aspirations. Lisa offers one-on-one consultations, both in-person and virtually, ensuring that her clients receive dedicated support from a full team of experts at U.S. Bank. Her practice focuses on serving individuals and families seeking to build and manage their wealth effectively.

Reviews

Location

Business Information