Altitude Financial Planning

Lisa Patterson is a financial advisor with Altitude Financial Planning in Big Bear Lake, CA. She holds Series 63 and Series 65 licenses and has 16 years of industry experience, all with Altitude Financial Planning since 2010. In addition to her advisory role, she is a Certified Public Accountant engaged in tax preparation, accounting consulting, and providing non-financial administrative services to small businesses. Altitude Financial Planning offers fee-only financial planning and investment advisory services primarily to individual clients, as well as trusts, estates, charitable organizations, and business entities. The firm emphasizes modern portfolio theory, strategic asset allocation, and passive, low-cost index funds with a long-term investment approach, tailoring recommendations to clients’ goals, risk tolerance, and tax considerations.

Sandra Senft is a financial advisor with Altitude Financial Planning in Big Bear Lake, CA, holding a Series 65 license and 16 years of industry experience. She has been with Altitude Financial Planning since 2010. In addition to financial advising, she is an Enrolled Agent and provides tax preparation and accounting consulting services through the firm. Altitude Financial Planning offers fee-only financial planning and investment advisory services primarily to individuals, as well as trusts, estates, charitable organizations, and business entities. The firm emphasizes modern portfolio theory, strategic asset allocation, and passive, low-cost index funds and ETFs with a long-term buy-and-hold approach, tailoring recommendations to clients’ goals, risk tolerance, and tax considerations.