Lisa Detanna, MBA
Lisa has been providing wealth management advice to a diverse base of affluent individuals and families for more than 20 years.
Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations.
As a recent graduate of the Institute for Preparing Heirs, she believes that teaching heirs to be good stewards of family wealth passed on from one generation to the next is part of her and the team’s mission.
Lisa Detanna plays the role as educator – to help clients better understand the investment world and the important financial matters that affect our lives. She covers a variety of important financial topics, from estate planning to lending, wealth management to establishing a legacy.
Lisa joined as a senior vice president of investments in December 2011. Previously, she held senior vice president positions as Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick), and begin her career at Drexel Burnham Lambert’s capital markets group in Beverly Hills.
Lisa graduated from the University of California, Los Angeles with a bachelor’s degree in psychology and earned an MBA from Pepperdine University. She is a member of the Financial Planning Association’s local and national chapters.
She plays an active role in professional and community associations that spans many years. She served as the past president of the Beverly Hills Chamber of Commerce, the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, past board member of the Maple Counselling Center and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills.
Lisa has written and lectured on many financial topics and has been interviewed by CNBC, ABC and NBC and various Los Angeles radio and television stations.
As a recent graduate of the Institute for Preparing Heirs, she believes that teaching heirs to be good stewards of family wealth passed on from one generation to the next is part of her and the team’s mission.
Lisa Detanna plays the role as educator – to help clients better understand the investment world and the important financial matters that affect our lives. She covers a variety of important financial topics, from estate planning to lending, wealth management to establishing a legacy.
Lisa joined as a senior vice president of investments in December 2011. Previously, she held senior vice president positions as Wedbush, Citi Smith Barney, Morgan Stanley and Imperial Capital (formerly Dabney/Resnick), and begin her career at Drexel Burnham Lambert’s capital markets group in Beverly Hills.
Lisa graduated from the University of California, Los Angeles with a bachelor’s degree in psychology and earned an MBA from Pepperdine University. She is a member of the Financial Planning Association’s local and national chapters.
She plays an active role in professional and community associations that spans many years. She served as the past president of the Beverly Hills Chamber of Commerce, the Beverly Hills Conference and Visitors Bureau, the past board president of the Westside Family Health Center, past board member of the Maple Counselling Center and was recognized by Rotary International as a Paul Harris Fellow. She still finds time in her busy schedule for her membership in the Beverly Hills Rotary Club and the Economic Development Council of Beverly Hills.