As a member of the firm’s operations team. Lis’ primary responsibility is to help in the fulfillment of daily requests made by the clients of the firm and to be the primary point of contact with the firm’s custodians. She works directly with the head advisor, Bassel Mansour, providing advisory support.
Lis has been working in the financial services industry since 2005. Prior to joining Golden Gate Financial and Insurance solutions, Lis worked for a boutique advisory firm in Albany, helping to develop and implement holistic planning, investment and tax services. She graduated from the University of Melbourne, Australia, with a Bachelor of Commerce, and is a Certified Financial Planner TM.
She is also very active in the community and volunteers to provide free tax help with the VITA/TCE programs on annual basis. She resides in Daly City with her husband and their precious daughter, and enjoys yoga, travelling and scuba diving.