Broker Check

Alisa Le

Alisa Le

CFP®

Financial Advisor

[email protected]

(858) 550-9300

Did you know that 58% of Americans have NOT calculated their retirement needs?

Click to watch how we can help bring financial balance to your life.


Define your goals. Design a Plan.
Develop a foundation to build future wealth.

Alisa Le draws on her commitment to community in order to ground her approach to financial management. She understands that most professionals consider some goals like philanthropy or owning a business to be concerns for the future, when they’ve acquired enough resources to warrant consideration, but don’t include them in their early financial strategies. Alisa’s clients are able to integrate these aspirations into their financial planning from the beginning of their careers. She helps them define their personal, business and community goals, design a plan to help realize those goals, and develop a foundation upon which they build future wealth.

Earned Success

Alisa has earned a reputation as a financial resource and source of inspiration for professionals, dentists, physicians and others seeking to craft a definition of personal wealth. Her emphasis on establishing sound financial foundations, disciplined savings regimens, prudent credit management and strategic tax planning has put numerous professionals on the path to financial success.

Outside her role at Pacific Advisors, Alisa was founder and president of Philanthro Productions San Diego, a non-profit that brought fun and philanthropy together by organizing highly-publicized community events, donating the proceeds to charity and inspiring professionals to be community-minded for 8 years. She was awarded the 10News Leadership Award for her work, an honor given to those who have demonstrated lasting impact in the San Diego community through meaningful and committed action. In 2011, she was a finalist in the San Diego Business Journal’s Women Who Mean Business Awards.

Specialization

As a Financial Advisor, Alisa Le has helped over 500 professionals create individual Life Visions and formulate wealth strategies to best attain those visions. She helps them organize and give structure to their financial affairs, and develop an understanding of financial vehicles that offer opportunities for growth. She teaches fundamental financial literacy, with an emphasis on disciplined saving, and explains how clients can integrate philanthropy into their planning, if desired. She shows clients how to protect income and assets as they progress through their early business lives.

Since 2007 Alisa has educated young doctors at UCLA, UC San Diego, UC Irvine and other teaching hospitals in southern California. She advises and provides workshops to dental and medical residents during their transitions from residency and fellowship into practice, by helping them to manage debt, make important decisions regarding income protection and cash management, begin a disciplined savings plan and prepare for goals such as home and business ownership. Her work with more established clients as an Associate Advisor gives her insights and experience to help her younger clients avoid costly financial mistakes commonly made by more established professionals earlier in their careers.

Commitment to Education

Alisa earned her Bachelor of Arts in Business Economics at University of CA, Los Angeles, and continues to invest in her professional development. She has the Series 7 and Series 66 securities licenses, and is a CERTIFIED FINANCIAL PLANNERTM (CFP®).


CA Insurance License #0E92490, Registered Representative and Financial Advisor of Park Avenue Securities, Financial Representative of Guardian