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Lisa Conte

Wealthspire Retirement Advisory

Aliso Viejo, CA

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Current Employers
Wealthspire Retirement Advisory

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-08
DE RA APPROVED 2025-12-15
NY RA APPROVED 2025-12-15
CA RA APPROVED 2022-04-05
  • FL RA
    APPROVED
    Since 2026-04-08
  • DE RA
    APPROVED
    Since 2025-12-15
  • NY RA
    APPROVED
    Since 2025-12-15
  • CA RA
    APPROVED
    Since 2022-04-05

Branch Locations

120 Vantis Suite 400, Aliso Viejo, CA 92656 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Nfp Aliso Viejo CA 08/2017 01/2022
Gap, Inc. San Francisco CA 03/2004 08/2017
Nationwide Real Estate Executives Laguna Hills CA 11/2016 05/2017
Keller Williams San Celmente CA 05/2017 03/2018
Hart Coastal Group San Clemente CA 03/2018 12/2019
Nfp Retirement, Inc. Aliso Viejo CA 01/2022 10/2025
Wealthspire Retirement Advisory Aliso Viejo CA 10/2025 Present
  • 08/2017 → 01/2022
    Nfp
    Aliso Viejo, CA
  • 03/2004 → 08/2017
    Gap, Inc.
    San Francisco, CA
  • 11/2016 → 05/2017
    Nationwide Real Estate Executives
    Laguna Hills, CA
  • 05/2017 → 03/2018
    Keller Williams
    San Celmente, CA
  • 03/2018 → 12/2019
    Hart Coastal Group
    San Clemente, CA
  • 01/2022 → 10/2025
    Nfp Retirement, Inc.
    Aliso Viejo, CA
  • 10/2025 → Present
    Wealthspire Retirement Advisory
    Aliso Viejo, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-04
  • S65 Uniform Investment Adviser Law Examination
    2022-04-04

View on SEC IAPD

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JG WEALTH MANAGEMENT, LLC
LIFETIME FINANCIAL, INC.
SST BENEFITS CONSULTING
CLARAPHI ADVISORY NETWORK, LLC
PRESTON CAPITAL

Other Investors

LUKE ROY MCKELVY
Jeffrey A Dewees
William A Schellenberg
Jay Tamkoc
ANNA THERESE WALTERS
Eric Alexander Davalos
John Kincannon
GARRETT THOMAS WATERS

Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

More in Aliso Viejo, CA

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