Associate Wealth Advisor
Lisa Patton serves as Associate Wealth Advisor for AlphaCore Capital. With over 7 years of industry experience and a background in education, Lisa believes in the value of living a life of service to the community and the importance of building a strong financial foundation when looking towards achieving one’s goals. Lisa started her career at Altegris Investments, where she served as Client Relationship Team Coordinator supporting fellow team members, clients, and deepening her knowledge of alternative investment strategies. Lisa is an active member of the Financial Planning Association and the Financial Women's Association, and serves the San Diego community through working with various non-profit organizations on collaborative service projects focused on empowering women and youth. Lisa holds a Bachelor's Degree from San Diego State University and is a Master's in Wealth Management Candidate at Columbia University.
Education and Accreditation
San Diego State University, BS Communications