E.A. Buck Financial Services
Lisa Ching, M.B.A. has a diverse and extensive work experience in marketing and business consulting. Lisa'smost recent position was as the Chief Marketing Officer at E.A. Buck Financial Services, where they held various roles including Vice President of Marketing and Interim Marketing Manager. Prior to that, they served as a Multi-Location Franchisee / Investor at Fantastic Sams Franchise Corp. Lisa also worked as the Sr. Director of Digital Marketing & Media at Olomana Loomis ISC and as an Account Supervisor/Local Media Consultant at Campbell-Ewald. Lisa Ching also has experience as a Marketing Director/Business Consultant at M.E.D.I.A. 4 U and as an Account Executive/Media Buyer at PCF Virtual.
Lisa Ching, M.B.A. completed their Bachelor of Business Administration in Marketing from the University of Hawaii at Manoa, where they attended from 1997 to 2000. Later, they pursued their Masters in Business Administration and Management from Chaminade University of Honolulu, graduating in 2002. Prior to their higher education, Lisa attended Kaiser High School, although the specific years of their attendance were not provided.
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E.A. Buck Financial Services
At E.A. Buck we believe in informing and helping clients create a strategic action plan through our unique five step E.P.I.C. process. Our E.P.I.C. planning involves the one-on-one engineering of your financial goals and it is exclusive to E.A. Buck clients. The focus is on integrating structure, tax efficiency, and tools to create the most comprehensive planning experience. E.A. Buck Financial Services is an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser and/or Buck Wealth Strategies, a Registered Investment Adviser. MAS and E.A. Buck Financial Services are not affiliated entities. AEWM and E.A. Buck Financial Services are not affiliated entities. Buck Wealth Strategies, MAS and AEWM are not affiliated entities. E.A. Buck Financial Services and Buck Wealth Strategies are affiliated by common ownership. In California, we are known only as E.A. Buck Insurance Services in all solicitations of insurance.