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ranchandcoast.com 54 JANUARY 2024 RANCH & COAST MAGAZINE With more than 30 years of experience in the financial services industry, Lisa Kern specializes in comprehensive retirement and investment planning and believes a sound investment plan is critical in helping her clients achieve their financial life goals. Once she fully understands your goals, she will recommend a customized investment program and review your plan together as needed. In addition to working with individuals and families, Lisa can also assist small business owners in helping choose an appropriate retirement plan for their company. Working with the extensive resources of Wells Fargo Advisors, Lisa can help you manage your assets with a range of professionally managed accounts or traditional brokerage accounts. She offers her clients access to premier professional money managers and mutual funds. For those seeking reliable income, she can help build custom fixed-income strategies. Customized Wealth Management Lisa Kern, CFA, CFP ® , Managing Director — Investments at Wells Fargo Advisors 12531 High Bluff Drive, Suite 400, San Diego 858.523.7966 | wfadvisors.com/lisa.kern Investment and Insurance Products: NOT FDIC Insured / NO Bank Guarantee / MAY Lose Value Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. © 2021 Wells Fargo Clearing Services, LLC. All rights reserved. CAR-1121-05589 in excellence 2 0 2 4