Meet the team
Lisa Cortes Headshot (1)

Lisa Cortes

Associate Director, Client Service

Connect with me on LinkedIn

Email me

About Lisa

Lisa Cortes serves as Associate Director, Client Service at Sequoia Financial Group.

contact your financial planning specialist

Lisa Cortes,

Associate Director, Client Service

Recent Insights

View All
Market Commentary

AI Concerns Weigh on Stocks, but Iran Likely to Dominate News Flow
Insights

Trump Accounts Explained: How to Jumpstart Your Child’s Long-Term Financial Future
Insights

Guarding Wealth and Information: National Consumer Protection Week 2026