22: Your Financial Girlfriend with Lisa Brumm


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Lisa Brumm’s career, or as many people refer to her “My Financial Girlfriend,” began in the banking industry and transformed into financial planning with a passion for educating women on financial literacy and empowerment.

Lisa Brumm has been recognized by US News and Money for the 3rd year in a row in 2017, as one of Portland’s Top 100 Advisors. She attended Portland State University with the desire to become a CPA yet, destiny was preparing her for something greater by starting her career in the banking industry.

After eight years in banking, Lisa applies her experience and knowledge to the financial planning industry and has been doing so for the last nineteen years. Here she discovered a deeper passion for the educational elements of her work.

After the economic crash in 2008, Lisa’s work became even more passion-driven, specifically focusing on educating women on financial literacy and empowerment. Positioning herself on the strategy side of her industry, Lisa believes in creating a “safety zone” for her clients that is also a “shame-free zone.”

She is the “go-to girlfriend” for your monetary confidence and the hope needed to change any limiting monetary beliefs. While advisors typically charge for the consultation, Lisa does not. She believes fee-based consultation creates a barrier to what should be considered a basic right and resource for all.

Learn more about Lisa Brumm at www.MyFinancialGirlfriend.com!

DISCLOSURE: Lisa Brumm is an investment advisor representative of Woodbury Financial Services, Inc.

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66 episodes available. A new episode about every 5 days averaging 55 mins duration .