Lisa Margulies
Financial Advisor, Branch Manager & Transformational Coach at Regatta Capital Group
Email:
l****@regattainvest.com
Phone Number: (***)-***-****
Lisa brings a unique, compassionate, yet focused and practical approach to financial planning. She is passionate about empowering women and men through all stages of life. Women, especial...
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REGATTA CAPITAL GROUP
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Headquarters: 880 Apollo St, El Segundo, California, 90245, United States
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Industry Financial Services
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Website regattainvest.com
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HQ Phone 31**********
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Description
Established in 2007 as a registered investment advisory (RIA) firm, Regatta Capital Group provides unbiased investment advice and wealth management to high net worth families, small business ...Read More
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Employees 11-50
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Revenue 250 Million to 500 Million
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Frequently Asked Questions Regarding Lisa Margulies
Answer: Lisa Margulies works for Regatta Capital Group as Financial Advisor, Branch Manager & Transformational Coach
Answer: Lisa Margulies’s role in Regatta Capital Group is Financial Advisor, Branch Manager & Transformational Coach
Answer: Lisa Margulies's email address is l***@gmail.com
Answer: Lisa Margulies's business email address is l****@regattainvest.com
Answer: Lisa Margulies’s direct phone number is (***)-***-****
Answer: Lisa Margulies works in the industry of: Financial Services
Answer: Lisa Margulies is the current Financial Advisor, Branch Manager & Transformational Coach at Regatta Capital Group.... Read More
Answer: Lisa Margulies works Regatta Capital Group located at 880 Apollo St, El Segundo, California, 90245, United States
Answer: Regatta Capital Group's Financial Advisor, Branch Manager & Transformational Coach is Lisa Margulies
Answer: Lisa Margulies contact details:
- Phone number : (***)-***-****
- Email : l****@regattainvest.com
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