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Lisa Ann Chapman Edit Profile

financial planner

Lisa Ann Chapman, American financial planner. License series 7, 63, 3, and insurance. Named one of The Top 100 Women Finance Advisors, Barron's, 2008. Member International Board Certified Finance Planners (certified finance planner), International Society Retirement Planning, National Association Security Dealers.

Background

Chapman, Lisa Ann was born on August 17, 1963 in Los Angeles, California, United States. Daughter of Joseph Michael Rizzo and Dolores E. Imming.

Education

Associate of Arts, El Camino College, 1984. Bachelor, California State University, Carson, 1986.

Career

Certified finance planner Prudential-Bache Securities, Long Beach, California, 1985-1990, Paine Webber, Inc., Long Beach, 1990. Senior vice president investments Union Bank of Switzerland Finance Services Inc.

Achievements

  • License series 7, 63, 3, and insurance.

Membership

Member International Board Certified Finance Planners (certified finance planner), International Society Retirement Planning, National Association Security Dealers.

Interests

  • Other Interests

    Reading, skiing, exercising.

Connections

Married Frank E. Chapman, December 5, 1987.

father:
Joseph Michael Rizzo

mother:
Dolores E. Imming

spouse:
Frank E. Chapman