Senior Financial Planner
Lisa Beaty serves as Senior Financial Advisor with Cypress Private Wealth. In her role, Lisa participates in the portfolio review and financial planning process, as well as maintains client relationships.
Lisa’s goal is to ensure clients are receiving the best review and financial plan possible while enhancing their client-advisor relationship with the team.
Lisa brings over ten years of experience, and began her career as a wealth management analyst, and then transitioned into a financial advisory role at Morgan Stanley and most recently with The Cypress Group at Integrated Wealth Management.
Lisa received her Bachelor’s degree in Business Management from California State University, San Bernardino. She enjoys being active outdoors, including hiking, running, Crossfit and spending time with her husband and two children.