Lisa Mesquit is the Founder and CEO of Soaring Investment Management, an investment advisory firm that brings professional investment management and financial planning to individual investors. A passionate advocate for financial well being, she aims to make professional money management affordable and accessible to all. Lisa has over 15 years of corporate and individual financial experience, having managed portfolios from $250M to over $1B AUM. Prior to launching her firm, Lisa was a Financial Advisor at The Summit Financial Strategies, a dedicated provider of investment management and strategic wealth planning services.
Lisa was a Senior Financial Analyst for the International Treasury Department of Gap, Inc.
At Gap, she projected corporate cash flows and helped lead efforts to obtain long-term and cyclical funding.
She also implemented treasury stock and currency hedging strategies, and collaborated budgets and policies while working for Gap.
She was Assistant Vice President at MidFirst Bank, where she was responsible for asset/liability management projections and bank market calculations.
At MidFirst Bank, she managed bond analysis, recommendations, and broker relationships regarding mortgage-backed securities portfolio.
LICENSES & CERTIFICATIONS
Certified Financial Planner®, CFP Board
Certified Financial Analyst, CFA Institute
MEDIA & APPEARANCES
Lisa has appeared as a guest on Real Vision.