Lisa Detanna is an established presence in the Southern California financial management sphere who has provided client-centered services at Raymond James since 2011. Knowledgeable about diverse aspects of portfolio planning, Lisa Detanna excels at multi-family office and family governance approaches designed to preserve wealth through the generations.
Having begun her career with the capital markets group of Drexel Burnham Lambert, Ms. Detanna has served members of the Beverly Hills community for three decades. She has earned qualifications as an Accredited Investment Fiduciary and attained Series 7, 63, and 65 securities licenses. Named one of Barron’s top female financial advisors from 2010 to 2019, she also attained 2019 selection by Forbes as a Best-In-State Wealth Advisor.
A member of Exponent Philanthropy (formerly the Association of Small Foundations), Ms. Detanna understands that philanthropic activities are an integral part of the asset management equation, and she actively prepares heirs for vital roles as stewards of family legacies. Lisa Detanna has presented in a number of high-profile venues, including Sunnylands, where she spoke on the importance of selecting investments that are conflict-free and non-biased, and that protect assets amid challenging markets.
