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Lisa S
Series 66
Kailua, HI
Ameriprise
Lisa Shishido is a financial advisor with Ameriprise in Kailua, HI, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its predecessor firms since 2004. Outside of her advisory role, she serves on the board of directors for Hui Makaala, acts as treasurer for the Keauhou Place Association of Unit Owners, and volunteers teaching children at New Hope Windward's Kid Zone Program. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, offering a range of advisory, brokerage, and insurance solutions through affiliated entities. The firm’s retirement income service uses a combination of research, modeling, and tax-efficiency analysis to deliver written recommendation reports in partnership with financial advisors.
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