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Lisa Robinson

Lisa Robinson

Financial Advisor

Lisa began her investment career in 2021, working at Bank of America Merrill Lynch before joining CUSO Financial Services, L.P. as a Financial Advisor in 2023. She has her Series 7, 66, and California Insurance Licenses.

Lisa is passionate about helping others and enjoys assisting individuals and families at 1st Nor Cal Credit Union to reach their financial goals by offering detailed financial advice and helping them create personalized financial plans. She is deeply committed to her client's goals and well-being and strives to listen and help them in their unique circumstances.

When not working, Lisa can be found spending time with her partner, her son and daughter, family, and friends. She enjoys spending time outdoors, especially at the beach or golf course.

Lisa believes a referral is the HIGHEST compliment she can receive from a client. Please feel free to pass along the name of a friend, colleague, or family member you think would benefit from a consultative discussion on their financial objectives and goals.