Lisa Schaefer

As a Financial Advisor, Lisa is passionate about helping her clients build and protect their wealth, align their financial plans with their goals and values, and create a legacy for the next generation. She pivoted from her extensive career in financial services policy and regulatory affairs out of a genuine desire to impact her clients’ lives.



Before retraining as a financial advisor, Lisa served as the Director of Financial Services & Tax Policy at the Biotechnology Innovation Organization (BIO) and as the Assistant Vice President for Public Policy & Advocacy at the Securities Industry & Financial Markets Association (SIFMA). She also lived overseas in Hong Kong for three years, working on financial regulatory issues across the Asia-Pacific region, promoted U.S. exports while living in Argentina, and served as a political aide to a former Congressman from her home state of California.

“You are never too old to set another goal or dream a new dream.”

— C.S. LEWIS

Lisa attained her Master’s in International Economic Policy from George Washington University’s Elliott School of International Affairs and a Bachelor’s in Political Science from San Diego State University. Outside work, she relishes every moment with her three wonderful sons, stays active by playing soccer and engaging in outdoor activities, and volunteers with local community groups.