Lisa Cook, the COO of Pacific Portfolios, joins the podcast to address questions like how wealth differs for affluent women? How does a wealth manager create peace of mind? What are some of the trends we see in the world of finance and wealthy women? This episode also discusses what questions to ask a wealth manager post-divorce.
Her firm provides tailored wealth management services combined with institutional quality investment solutions. Her firm's clients receive exclusive access to a dynamic financial planning process, sophisticated investment research and management, and in-house expertise.
Visit her and her team at www.pacific-portfolio.com to ask questions and learn more about her team's sophisticated investment research and management.
