Lissa’s Approach
Lissa L. Clarke
Financial Advisor
Overview
Lissa Clarke serves as a financial advisor in Savant’s Fullerton, California, office, where she helps clients build personalized strategies to pursue their financial goals. She brings a strong background in investment management and accounting, along with years of experience guiding individuals and families through complex financial decisions.
Lissa previously worked with Kemp Financial Management, which joined Savant in 2024, as a financial advisor and held advisory roles at another registered investment firm. Her experience spans comprehensive planning and wealth management, making her a resource for clients seeking clarity and confidence in their financial future.
Outside the office, Lissa enjoys an active life with her husband, Jeff. They have three sons and three grandchildren and dedicate time to their church, serving in women’s and couples ministries. Lissa also loves spending time with family and friends.
Areas of Focus
Comprehensive Wealth Management
Integrated guidance for your full financial life, bringing together investment, tax, estate, and retirement planning to support your goals.
Financial Planning
Our planning process helps you evaluate key areas of your financial life, uncover opportunities, and make decisions aligned with your goals.
Investment Management
Evidence-based investing designed to help you stay focused on long-term goals while navigating changing market conditions.
Estate Planning & Wealth Transfer
Thoughtful estate planning guidance to help organize your affairs, support your wishes, and prepare for future generations.
Trust Services
Comprehensive trust administration supported by integrated investment, tax, estate, charitable, and business succession planning services.
Insights & Perspectives
Thought leadership on wealth management, tax strategy, and financial planning.
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