Lisa Harwood

After graduating from the University of Southern California with a Bachelor of Science in Electrical Engineering (BSEE), Lisa went on to complete a Master’s in Business Administration (MBA, Finance) at USC.  For nearly 30 years, Lisa has specialized in investment management and trust for high net worth individuals and families.  

Prior to joining Ventura Advisors, Lisa worked with Wells Fargo, Bank of America, CitizensTrust and Montecito Bank & Trust. While a member of the Family Wealth Group at Wells Fargo, Lisa regularly handled trusts and estates valued at more than $100 million.    
 
Lisa holds designations as a Certified Trust and Fiduciary Advisor, a CERTIFIED FINANCIAL PLANNER™ and an Accredited Estate Planner.