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Lisa Cortes

Associate Director, Client Service

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About Lisa

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

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Lisa Cortes

Associate Director, Client Service

Recent Insights

Sequoia Financial Group Earns Eighth Consecutive Recognition on Barron’s list of Top 100 RIA Financial Firms

Market Commentary

Financial Markets Still Grappling with High Oil Prices and Higher Interest Rates

Beyond the Basics: Advanced 401(k) Optimization Strategies for High-Net-Worth Families