Lisa serves as an International Wealth Manager, working with clients around the world to help them achieve their financial goals through comprehensive financial planning that addresses all aspects of a healthy financial life, including global investments, cross-border tax and estate planning, college savings and retirement planning.
With more than 14 years of experience in the financial services industry, Lisa offers her clients a truly comprehensive planning experience. Prior to joining Creative Planning, Lisa was a retirement consultant at a major financial services company, where she worked with clients to develop customized investment strategies to help them meet their retirement planning goals.
Lisa received her Bachelor of Science degree in Spanish and political science from the University of Kansas. She went on to receive a Master of Business Administration degree from Rockhurst University.
Lisa has one son, Myles. Outside of work, Lisa enjoys reading, being outdoors and going on adventures with her son.
Articles by Lisa Pamperin
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