Lisa Brinig, CFP®
Designations and Licenses
Lisa is a CERTIFIED FINANCIAL PLANNER™ professional.
Experience and Education
Lisa helps clients achieve their goals by creating and implementing financial strategies as part of an overall wealth management plan. She works with high-net-worth individuals and business owners on all aspects of their personal wealth plans.
She has nearly two decades of experience in financial planning. Prior to joining Mariner Wealth Advisors, she worked for CBIZ Financial Solutions. Prior to that, she was a financial advisor for Nation, Smith, Hermes, Diamond.
Lisa has a bachelor’s degree from the University of Kansas and a master’s degree in financial and tax planning from San Diego State University.
Lisa serves on the board of directors of Interfaith Community Services and chairs the Investment Committee. She is a member of the Planned Giving Council at the University of San Diego. She also serves as treasurer of the 30/40 Dance Club. Her hobbies include ballroom dancing, tennis and cooking.