Hello, I’m Lisa Mehrotra, your trusted admin assistant.

I have the privilege of working alongside my husband, Arun, who is a dedicated financial planner. With a shared passion for financial stability and prosperity, we make the perfect team.

As an experienced admin assistant, I handle the essential behind-the-scenes tasks that keep our financial planning practice running smoothly. From managing appointments to ensuring client documents are in order, I’m here to provide impeccable support. Together, we’re committed to helping you achieve your financial goals and secure your future.