Lisa Aoki

Operations Associate


Lisa earned her degree in Financial Planning and Services at San Diego State University, and upon completion of the Tidemark Financial Partners' internship program she was offered a position to join our team.

Lisa is Tidemark's LPL Registered Adminstrative Assistant, responsible for supporting the team of consultants with the financial planning process, client relationships, and administrative operations.

Outside of work, Lisa enjoys fitness, cooking, and spending time with friends and family.

Phone 858.925.8000 ext 107