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Lisa Zengel
Professional designations
CFP, CEPA
Firm or Broker/Dealer name
Morgan Stanley
States licensed in
San Francisco
,
California
Areas of expertise
Languages spoken
English
Areas of Expertise
Education/College Planning
Estate Planning
Financial Planning
Investment Management
Retirement/Retirement Income
Time Zone
Lisa is a graduate of Boston College with a BA in economics and an MBA in finance from the University of Southern California.
Prior to joining Morgan Stanley, she worked in investment management and private equity. Lisa moved to Morgan Stanley to combine her analytical skills with her desire to help individuals and families reach their financial goals, as well as develop lasting relationships.
Lisa is passionate about assisting other women in finance to be successful and working collaboratively in that effort. She sits on the Board of Directors for Girls, Inc.- an organization which inspires all girls to be strong, smart and bold.
She currently lives in Piedmont with her husband and two sons. She enjoys spending her free time being active and outdoors: skiing, hiking, biking and traveling the world.
Prior to joining Morgan Stanley, she worked in investment management and private equity. Lisa moved to Morgan Stanley to combine her analytical skills with her desire to help individuals and families reach their financial goals, as well as develop lasting relationships.
Lisa is passionate about assisting other women in finance to be successful and working collaboratively in that effort. She sits on the Board of Directors for Girls, Inc.- an organization which inspires all girls to be strong, smart and bold.
She currently lives in Piedmont with her husband and two sons. She enjoys spending her free time being active and outdoors: skiing, hiking, biking and traveling the world.