Lisa Yanitor

Executive Assistant & Paraplanner to John Sutherland

 

Lisa joined San Diego Tax & Wealth in September 2015 as an Executive Assistant and Paraplanner to John Sutherland. In this role, she assists John in creating customized personal financial plans for clients and specializes in client services.

 

Prior to San Diego Tax & Wealth, Lisa employed her organizational and analytical skills with various financial planning firms. With over 25 years of experience, Lisa has drawn on her experience to develop and create outstanding marketing campaigns and presentations.  

 

Lisa has her Life & Disability license and is a licensed notary. She hold a degree in Business Administration through San Diego State.

 

Lisa has made Jamul her home since 1986.  She is an active member of the Jamul Community where she lives with her two daughters and her horse Bandit. She enjoys adventure sports, and travel.

 

CA Insurance Lic #0A47675