Lisa Mitrovich is The Wealth Consulting Group’s Director of Operations. Lisa joined the firm in 2009. She oversees the day-to-day operations, implements compliance standards, organizes admin trainings, and oversees new office onboarding. She holds the FINRA Series 7 securities registration through LPL Financial and the Series 66 registration through LPL Financial and WCG Wealth Advisors, LLC.
Lisa’s personal interests include camping, hiking, traveling, and spending time with her family. In her free time, Lisa volunteers for the San Diego Humane Society. She is a participant in the Walk for Animals which helps homeless animals and gives them a second chance.
Lisa Mitrovich is a Registered Representative with, and securities are offered through, LPL Financial, Member FINRA/SIPC.
Investment advice offered through WCG Wealth Advisors, a registered investment advisor. The Wealth Consulting Group and WCG Wealth Advisors are separate entities from LPL Financial.