Lisa Kachel
Senior Vice President, Financial Advisor
CFP®
Contact Lisa
Team Office
Lisa’s Locations
Clackamas, OR 97015 (503) 353-9700
Salem, OR 97302 (503) 967-1970
About Lisa
As a financial advisor with Wealth Enhancement, Lisa specializes in all areas of financial planning, estate planning, and asset management. She develops comprehensive financial plans for her individual and business clients that often include distribution plans for retirement, hands-on investment management strategies, tax planning, and business analysis, as well as estate and risk management strategies. By employing sophisticated investment strategies, she can focus on capital preservation and multi-generational wealth management for her clients. Lisa previously held a position with the Householder Group Estate & Retirement Planning Specialists.
Lisa is an Oregon native with a large, blended family. She loves spending as much time as possible in the outdoors.
LinkedIn page: https://www.linkedin.com/in/lisakachel/
Education
- BA - Business Administration and Management, Pacific University
One coordinated team, built around your plan
Our advisory teams work best with households that have $500,000 or more in investable assets.
Ready to talk now? Call 763-401-5685.
(Weekdays 8am–6pm Central)
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