LISA KERN, CFP®, CFA

Financial Advisor

Address: 12531 HIGH BLUFF DRIVE, SUITE 400 , SAN DIEGO , CA 92130
Call: 858-523-7966  |  800-538-8301    Fax: 858-523-7997
Email: Lisa.Kern@wellsfargoadvisors.com Compose mail in a new window

My Commitment to You

As a Financial Advisor with Wells Fargo Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs. <br/><br/>Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

My Community Involvement

  • Rancho Santa Fe Rotary Club
  • CFA Society San Diego
  • North County Estate Planning Council-San Diego
Securities Registered in the following states: AL, CA, CO, FL, IL, MA, MD, ME, NC, NM, NY, SC, TN, VA, WA
Insurance licensed in the following states: CA (Lic. # 0I93204) Resident State: CA
LISA KERN: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: California : SAN DIEGO Branch