Lisa Wandrey, Financial Advisor located in Ogden, UT

Financial Advisor
Lisa A Wandrey

CFP®, CEPA®
2650 Washington Blvd #115, Ogden, UT 84401opens in a new window
New Client Waitlist
Serving clients of all asset levels
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Focus Areas

  • Military Professionals & Veterans
  • Corporate Executives
  • Entrepreneurs & Business Owners
  • Government Employees
  • Women Investors
  • Charitable Giving

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER®

  • CEPA®

    Certified Exit Planning Advisor®

Personal Interests

  • Art & Theater
  • Cooking
  • Spending Time with Family
  • Volunteering
  • Music

Team Members

  • Janet Avery
    Branch Office Administrator
  • Diania Hoskins
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 03:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Phone

(385) 492-0724

Fax

(844) 789-2886

Office Address

2650 Washington Blvd #115
Ogden, UT 84401opens in a new window

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