Lisa Ozaki, CFP^®

Designations and licenses

Lisa is a CERTIFIED FINANCIAL PLANNER® professional.

Experience and education

Lisa provides comprehensive financial advisory services to high-net-worth individuals and their families to help them achieve their goals.

Prior to joining Mariner, Lisa was an associate financial advisor at Summitry, where she supported lead advisors in delivering holistic financial planning and investment management. She also partnered with senior wealth advisors on complex planning for higher-net-worth clients, with a particular focus on Bay Area technology professionals. Previously, she served as an associate advisor at Allworth Financial (formerly Silicon Valley Wealth Advisors), supporting advisors on complex financial planning initiatives, leading marketing campaigns and managing social media compliance efforts.

Lisa has a bachelor’s degree in financial services from San Diego State University.

Personal interests

Away from the office, Lisa enjoys reading fantasy novels in her cozy reading corner, often accompanied by soft lo-fi music. She lives in South San Jose near numerous hiking trails and is working her way toward visiting more national parks.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP^®, CERTIFIED FINANCIAL PLANNER^®, and CFP^® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.