Schulze, Lisa

Schulze, Lisa
Name: Schulze, Lisa
Designation(s): CLU, CFP, CFDS, RRC
Email: lisa.schulze@investorsgroup.com
Phone Number: 250.492.8806 ext. 225
Fax: 250.493.4445
Address, City, Province, Postal Code:

206-300 Riverside Dr, Penticton, British Columbia V2A 9C9

Bio: Preferably working within a collaborative family law group setting, I help find positive and fair outcomes to asset division. With my Financial Divorce Specialist designation, I look at the long term results of a number of settlement options, with considerations for taxes, cash flow and future values. Confidential and comfortable, the meetings can be held one on one or together.
Membership Valid Until: 01.10.2019
Taking on new clients: Yes, please contact