Lisa Tomlinson

Lisa Tomlinson, CFP®

Portfolio Manager

For over 30 years, Ms. Tomlinson has lent Towneley her financial expertise and natural affinity for client services. She excels in serving nonprofit institutional clients and in working with third party trustees and trust protectors. Helping clients thrive, make a difference and realize a lasting impact, Ms. Tomlinson is known for her unwavering attentiveness to her clients’ needs and her special skill in managing multigenerational accounts. She earned her B.A. from the University of California, Los Angeles. A CERTIFIED FINANCIAL PLANNER™ certificant for over two decades, Ms. Tomlinson is an active member of the Financial Planning Association, Orange County Chapter.

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