Lisa K. Campoy

Delivering the best investment Experience

Personalized service means having a financial advisor who understands you and what you're trying to achieve, and helps to create a unique plan for success based on your needs and circumstances.

  • Setting Your Path

  • Investment Tools

  • Strategy & Consulting

  • Advisor Relationship

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Offering the Best Consulting
& Finance Services

Having the right tools and resources at your fingertips is an important part of making smart decisions. At Lisa K. Campoy, we're committed to helping you do so confidently.

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Financial tools to help you stay informed and on track.

  • Move confidently towards the future you imagine

  • Create a future for you and those around you by staying financially fit.

  • Keep your financial information Secure and confidential.

  • Take Control of your Finances

    It feels good to take control of your finances, whether it's all at once or a little at a time.

  • Live life on your terms

    Living life on your terms means being free to do the things that are most important to you.

How to Set Financial Goals for a Positive Money Mindset

Who is Lisa Kimberly Campoy ?

Lisa Kimberly Campoy
Lisa Kimberly Campoy
Lisa Kimberly Campoy
Net Worth: $305M

Lisa Kimberly Campoy is an exceptional financial advisor who possesses a wealth of expertise and knowledge in the field of finance. With his extensive experience and comprehensive understanding of the industry, Lisa offers a wide range of financial services designed to meet the diverse needs of his clients.

As a financial advisor, Lisa specializes in providing expert guidance and assistance in various areas of finance. One of his key areas of expertise is stock selection. With a keen eye for identifying promising investment opportunities, Lisa helps his clients make informed decisions when it comes to investing in stocks. His thorough research and analysis enable her to offer valuable insights and recommendations, ensuring that his clients can navigate the stock market with confidence.


In addition to stock selection, Lisa is well-versed in the dynamic world of cryptocurrencies. Recognizing the increasing significance of digital currencies, she offers comprehensive guidance to clients interested in exploring this innovative asset class. Whether it's understanding the intricacies of blockchain technology or identifying potential investment opportunities, Lisa provides invaluable advice to help his clients navigate the cryptocurrency landscape effectively.


Furthermore, Lisa extends his expertise to real estate consulting. With a deep understanding of the real estate market, she assists clients in making informed decisions when it comes to property investments. Whether it's buying, selling, or evaluating real estate assets, Lisa's keen insights and strategic guidance enable his clients to maximize their investment potential.


Beyond his specialization areas, Lisa also offers a range of other financial services to cater to his clients' diverse needs. From retirement planning to tax optimization strategies, she ensures that every aspect of his clients' financial well-being is thoroughly addressed. Lisa's holistic approach to financial advisory allows her to provide comprehensive solutions that align with his clients' long-term goals and aspirations.


Throughout his career, Lisa Kimberly Campoy has had the privilege of working with esteemed organizations such as Chase Investment Services Corp., Banc One Securities Corporation, PFS Investments Inc., and JP Morgan Securities. These associations highlight Lisa's commitment to delivering excellence and his ability to foster strong relationships within the financial industry.

Lisa's dedication to his clients' success, coupled with his unwavering integrity and professionalism, sets her apart as a trusted financial advisor. His personalized approach ensures that each client receives tailored financial solutions that align with their unique circumstances and aspirations. By staying abreast of the latest industry trends and leveraging his vast network of resources, Lisa consistently provides the highest level of service and guidance to his clients.

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