Alisa Le, CFP® in

Alisa Le, CFP®

Inquirer · DISC type cd
Financial Representative/Financial Advisor of Park Avenue Securities at Pacific Advisors
📍 San Diego County, California, United States

Alisa Le is a CERTIFIED FINANCIAL PLANNER™ professional at Pacific Advisors, repeatedly recognized by Forbes as a Best-In-State Top Financial Security Professional. A UCLA alumna, she specializes in advising medical and dental professionals, leveraging her long-standing role as a Disability Income Specialist for the UCLA School of Dentistry.

Inspired by her parents experiences with financial stress, Alisa is dedicated to helping families build confidence and clarity around their finances. She is married with a son and enjoys playing tennis, traveling, and spending time outdoors with her family. She also has a keen interest in ontology.

Since 2007, she has taught graduating dental students at UCLA how to protect their income.

Read the full overview →
Experience
19 Years
Current Role
Financial Representative/Financial Advisor of Park Avenue Securities
Location
San Diego County, California, United States
Personality Overview

How Alisa shows up

Judgemental
ROI Conscious
Hard To Convince

They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Alisa cares about

Medical Professional Finances
Specializes in working with dental and medical professionals, providing workshops and guidance to residents at UCLA and UCSD as they transition into practice.
Disability Income Protection
Has served as the Disability Income Specialist for the UCLA School of Dentistry since 2007, teaching students how to protect their greatest asset.
+5 more topics Login to view topics
Career

Work history

6-2006
Financial Representative/Financial Advisor of Park Avenue Securities
Pacific Advisors
6-2006
Financial Representative/Financial Advisor of Park Avenue Securities
Pacific Advisors
In the press

Media appearances

Alisa Le, Financial Advisor - Pacific Advisors. Featured in Pacific Advisors (company website)
See now
Education
2008 - 2011
CFP
The American College
2002 - 2006
BA
University of California, Los Angeles
2004 - 2004
Education details unavailable
American University of Paris
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Alisa. Free, 10 seconds.