Lisa Rosenau - Ameriprise Financial Services is a private wealth advisory practice located in Santa Cruz, CA. With 39 years of experience, Lisa provides personalized financial advice and recommendations based on individual goals and needs, offering investment management, retirement planning strategies, sustainable and responsible investing, women's financial strategies, and wealth preservation strategies.
As an associate financial advisor, Lisa emphasizes regular meetings to review goals, progress, and investments, and provides anytime access to investments and digital tools to help clients stay on track. Committed to community participation, Lisa is involved with the Women in Business Committee, Soroptimists of Capitola-by-the-Sea, and the Santa Cruz Chamber of Commerce.
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