Suggestions
Lisa Dazols
Helping mid-career professionals achieve the financial freedom to opt out of the hustle and into a life on your terms - Financial Coach - Licensed Clinical Social Worker - Social Entrepreneur serving LGBT community
Lisa Dazols, LCSW is the Head of Operations at Modern Family Finance, a financial planning practice that provides financial advice for Women and LGBT professionals in the Bay Area.14 She has a background in psychotherapy, having previously worked with the LGBT community at UCSF's HIV clinic.5
In her current role, Lisa combines her expertise in mental health with financial planning to support clients in managing their finances and overall well-being. She regularly shares insights on money, mindset, and modern family finances through newsletters and social media posts.3 Lisa also demonstrates an interest in topics such as the psychological aspects of wealth, as evidenced by her engagement with content about serving high-net-worth individuals.2
Lisa is associated with Jennifer Dazols, CFP®, who is also part of Modern Family Finance.4 Together, they focus on providing financial advice tailored to the needs of women and LGBTQ+ professionals.
