This Business Is Not BBB Accredited

Lisa Lagorio, CFP

Lisa Lagorio, CFP

(925) 292-9638

Lisa Lagorio, CFP

27 years in business
2240 Third Street
Livermore, CA 94550
Fax Numbers
  • (925) 292-9634
Additional Email Addresses
BBB File Opened: 02/19/2010
Business Started: 11/01/1989
Business Started Locally: 11/01/1989
Type of Entity
Sole Proprietorship
Business Management
  • Ms. Lisa Lagorio, Owner
Business Category
  • Financial Planning Consultants
Licensing, Bonding or Registration
This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.
Number of Employees: 



This company offers insurance, mutual fund annuities and financial and estate planning services.

Registered Representative offering securities through National Planning Corp. (NPC), a registered broker-dealer Member FINRA & SIPC. Advisory services offered through Sterling Financial Services (SFS), a registered investment advisor. SFS and NPC are separate and unrelated companies.

BBB Reason for Ratings

BBB rating is based on 13 factors: Get the details about the factors considered.

Licensing information is provided in the BBB Business Profiles to inform the public about industries that may require professional licensing, bonding, or registration. Better Business Bureau encourages you to check with the appropriate agency to be certain any requirements are currently being met.
BBB promotes truth in advertising by contacting advertisers whose claims conflict with the BBB Code of Advertising. These claims come to our attention from our internal review of advertising, consumer complaints and competitor challenges. BBB asks advertisers to substantiate their claims, change ads to make offers more clear to consumers, and remove misleading or deceptive statements.
BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for three years from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Lisa Lagorio, CFP


Lisa Lagorio, CFP

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