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Lisette Vizcarrondo, Financial Advisor serving the Orlando, FL area - Ameriprise Advisors

Lisette Vizcarrondo

CFP®, APMA

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
TSG Financial Advisors
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Cash Flow Management Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Retirement Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Life, Health and Variable Insurance License AR #16482363

Education

  • Bachelor’s degree in Economic and Marketing, University of Puerto Rico - 2006

Awards & recognition

  • TSG Financial Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2024

Community participation

Financial Planning Association

Certified Financial Planner Board of Standards

Interests

I was born in Puerto Rico and moved to Florida in 2018. My husband Antonio and I live in Lake Nona with our two children, Anelisse and Sergio. I enjoy spending my free time outdoors, playing tennis, cycling and traveling with my family. On the weekend we like to visit a local restaurant, spend time with family and enjoy our time together.