Lisa Patterson is a registered investment advisor at Altitude Financial Planning, based in Big Bear Lake, CA, with 16 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Altitude Financial Planning does not manage investments or charge fees based on the value of your portfolio. They provide advice for a fee.
Location
Big Bear Lake, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa works as a Certified Public Accountant, providing tax preparation, accounting consulting, and administrative services to small businesses through Altitude Financial Planning. This work takes about a quarter of Lisa's time.
Employment History
Current Registrations
Altitude Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.