Helping to empower women to make sound financial choices for the future.
Lisa Vallejo is an agent with New York Life Insurance Company and a registered representative with NYLIFE Securities LLC. Lisa believes that while the basics of a good financial strategy are the same for both women and men, women often face a particular lifestyle and economic issues that require special consideration. Women are more likely to put their careers on hold to raise children and shoulder the burdens of aging parents or spouses. As a result, regardless of relationship status, women have distinct financial and investment needs.
Lisa is passionate about helping to empower women to take ownership of their financial management throughout all stages of their lives, regardless of marital status. Lisa provides financial services and advice for business executives, professionals, small business owners, families, and retirees. She understands that each client's needs are unique to them.
Specialties include Life Insurance, Long Term Care Insurance, Disability Insurance, Annuities, Investments, Retirement and Legacy Strategies.