Lisa Camassa is a Client Relationship Associate with Perennial Financial Services in Arroryo Grande, CA. Lisa exemplifies successful client relationships with mutual trust and respect developed over years of committed service. She is readily available to answer questions and assist with smooth transactions to meet your various account needs.
Lisa is well versed in the vast resources LPL Financial, the nations largest independent financial broker dealer1 and Perennial Financial Services have to offer. She takes great pride in helping clients and exceeding clients’ expectations with exceptional customer service and attention to detail. You will enjoy working with Lisa to manage your financial obligations.
Prior to beginning her career in financial services, Lisa worked in the Healthcare and Architectural fields. With a natural inclination to help and assist others, Lisa will make sure you have everything you need to help accomplish your objectives.
As an Arroyo Grande native, Lisa is an active member in the community and enjoys going to the gym, backpacking and camping with her husband Lou.
1as reported in Financial Planning Magazine 1996-2020, based on total revenues