Specializing in pre and post-retirement planning, Lisa Lewis has been in the financial services industry since 1998 when she began working at Independent Capital Management. She has seen her company grow from one offering the basics in financial strategies, into a full-fledged financial services company offering everything from retirement plans and life insurance to mortgages and re-financing. Lisa guides her clients by plotting a course toward financial fulfillment which suits their own, individual needs. Lisa has helped many clients in transition to roll their 401ks to their own accounts and frequently helps them make plans to minimize future taxes. She has given educational seminars for several organizations including the City of Santa Barbara, Channel Islands Aviation, the First Presbyterian Church of Santa Paula and CSULA.
Prior to her career with Independent Capital Management, Lisa spent time working in several eclectic industries including equestrian and the music industry. She is a life long native of Southern California and enjoys traveling. Some of the stamps on her passport include Italy, England and Canada. Lisa is also an avid ice hockey fan and plays hockey several times a week in Simi Valley and El Segundo.