Lisa Herhold

Lisa Herhold is vice president and branch manager at Schwab, a position she has held for more than 12 years.  She and her staff of seven Financial Consultants work with clients of all ages to assess their financial goals and help them invest for the long term.  Lisa holds an AB degree from Brown University, an MBA from the University of Colorado, and is a Certified Financial Planner® certificant.

Articles by Lisa Herhold

For mom, the family CFO
Seven ways to improve household money management

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