Dedicated and determined, Lisa Detanna has been providing wealth management advice to a diverse base of affluent individuals and families for more than 25 years. Her team at Raymond James offers a wide variety of services including personal financial planning, investment management, insurance planning, estate and gift planning, philanthropy, tax planning, risk management services and family office services.
Ms. Detanna chose this career following her passion for helping people manage their money and wealth. She graduated from the University of California, Los Angeles with a bachelor’s degree in psychology, and earned an MBA from Pepperdine University. She holds professional financial planner designation, as well as Series 62, 65 and 7 securities licenses. She is also a wealth management specialist.
Ms. Detanna wants to be a role model for women clients, and empower them to take control of their financial life by building their wealth and planning their future. She won Barron’s Top 100 Financial Advisor in 2010, has written and lectured on many financial topics, and has been interviewed by CNBC, ABC and NBC, as well as a variety of Los Angeles radio and television stations.
Moving forward, Ms. Detanna plans to continue to develop her team and provide even better services to their client base.
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