Lisa Youk in

Lisa Youk

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Owner at Empower Wealth Strategies & Insurance Solutions
📍 San Diego, California, United States

Lisa Youk is the Owner and Financial Advisor at Empower Wealth Strategies & Insurance Solutions. A graduate of the University of Washingtons Architectural Studies program, she leverages a detail-oriented approach to guide clients. Colleagues describe her as talented, hard-working, dedicated, and professional.

Drawing on her background in architecture, Lisa applies a creative and structured eye to her financial planning process. She is passionate about being a trusted resource for individuals and families, helping them navigate complex financial markets and make informed decisions for their future.

In 2024, Lisa was honored as one of Forbes | Shooks Best-in-State Financial Security Professionals.

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Experience
28 Years
Current Role
Owner
Location
San Diego, California, United States
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Lisa cares about

Holistic Financial Planning
Her professional focus involves creating comprehensive financial plans covering investments, retirement, protection, and estate planning for her clients.
Retirement Strategies
She frequently posts about the importance of a well-balanced retirement strategy and helps clients gain greater control over their retirement income.
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Career

Work history

3-2021
Owner
Empower Wealth Strategies & Insurance Solutions
10-2017
Financial Advisor
Eagle Strategies, LLC (New York Life Company)
3-2012
Financial Services Professional
NYLIFE Securities LLC
3-2012
Agent
New York Life
10-2009 - 2-2012
Associate II
Wiss, Janney, Elstner Associates, Inc.
In the press

Media appearances

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Education
1993 - 1998
Bachelor of Arts in Architectural Studies
University of Washington
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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