Lisa Fourr
Senior Wealth Advisor
Valencia,CA
Summary
Accomplished, Senior Wealth Advisor with over 15 years of combined experience in financial management and client counseling. Adept at evaluating client assets and risk tolerance to set goals, inform business/investment strategies, and increase revenue. Excels at relationship building and customer retention, consistently demonstrating the depth of expertise and resourcefulness to maintain the trust and confidence of clients, vendors, and other professionals.
Overview
25
25
years of professional experience
1
1
CFP/ EA DESIGNATIONS
1
1
CTFA DESIGNATIONS
Work History
Senior Wealth Advisor
SagePoint Financial
Valencia, CA
06.2004 - Current
- Offer expert investment guidance in areas such as real estate, insurance products, stocks, bonds, mutual funds, options, municipal bonds, and alternative investments.
- Advise clients in matters concerning investment taxes, banking services, and planning for estates and retirement.
- Recruit new clients through proactive marketing initiatives and word-of-mouth referrals.
- Strengthen client relationships by optimizing communication and conducting routine portfolio reviews to measure plan success.
- Nurture existing client base to increase revenue, including gathering assets of top 10 clients to manage all investment assets.
- Collaborate with vendors and back office staff to accomplish goals and address issues related to products and services.
- Follow up with clients regularly and implement consultative techniques to stay on top of financial means and objectives.
- Coordinate and participate in group financial services presentations to attract new clients.
- Profile and analyze investment products to devise financial strategies, meet client financial needs and forecast opportunities with highest return on investments.
- Spearhead successful business development initiatives, citing AUM $60M with 114 households and increase of 30% new business in 5 years.
- Oversee customer development and retention, claiming internal growth of 60% of new clients over 5 years and 90% retention over life of practice.
Education
Bachelor of Science - Business Administration
California State University - Los Angeles
Los Angeles, CASkills
- Wealth management
- Investment taxes
- Estate and retirement planning
- Banking services
- Business development
- Financial strategies
- Alternative investments
- Client development and retention
- Performance assessment
- Portfolio review and oversight
- Investment forecasting
- Consultative techniques
- Financial planning
- Stock market understanding
- Retirement needs
- Analytical and Critical Thinking
- Interpersonal Communication
Certification
- Certified Financial Planner | License #94725
- Enrolled Agent | License #0014094
- California Real Estate Broker | License #0096633
- Notary Public State of California | Commission #2307235
- FINRA Series 7, 9, 10, 24, 53, 63, 65 | CRD #2721091
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Even if you are on the right track, you’ll get run over if you just sit there.
Will Rodgers
Timeline
Senior Wealth Advisor
SagePoint Financial
06.2004 - Current
Bachelor of Science - Business Administration
California State University - Los Angeles