Lisa Gervais, CFP®

Lisa Gervais, CFP®, has a diverse work experience. Lisa currently works at Intellect IT as a Finance and Human Resources Manager since February 2021. Previously, in 2018, they were a CERTIFIED FINANCIAL PLANNER practitioner and Senior Advisor Associate at AmericaFirst Capital Management, LLC for a short period. From 2014 to 2015, they worked at Gasber Financial Advisors Inc as a CERTIFIED FINANCIAL PLANNER practitioner. Prior to that, from 2011 to 2014, they held the same role at Graystone Consulting. In 2011, they briefly worked as a Supervision Consultant at First Allied/Advanced Equities. Before that, from 2006 to 2010, they were a Registered Client Associate and CERTIFIED FINANCIAL PLANNER practitioner at Merrill Lynch. In 2005, they worked as a Licensed Personal Financial Representative at Washington Mutual and WM Financial Services. Lisa started their career as a Financial Advisor at Morgan Stanley in 2004. Additionally, they served on the Board of Directors for an unspecified company from 1999 to 2000.

Lisa Gervais, CFP®, earned a Bachelor of Science degree in Business Administration, with a major in Finance and Marketing, from California Polytechnic State University-San Luis Obispo. Lisa attended the university from 2000 to 2004. In addition to their academic background, Lisa holds a Certified Financial Planner (CFP) certification awarded by the CFP Board, although the specifics of when they obtained this certification are not provided.