Lisa David, Financial Advisor located in Cedar Park, TX

Financial Advisor
Lisa M David

CFP®, CEPA®
1130 Cottonwood Creek Trl #D1, Cedar Park, TX 78613opens in a new window
Accepting New Clients
Serving clients with $750,000
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Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Cooking
  • Cycling
  • Health & Nutrition
  • Music
  • Spending Time with Family

Team Members

  • Michael Truss
    Registered Branch Associate
  • Julie Damian
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(512) 260-6992

Fax

(877) 758-1980

Office Address

1130 Cottonwood Creek Trl #D1
Cedar Park, TX 78613opens in a new window

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