San Diego, California
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Lisa Brown advises corporate executives on the interaction between company benefits, compensation, investments, and taxes. Based in Atlanta, she helps clients organize financial decisions alongside demanding careers. Her work includes severance planning, and she has written books and published guidance on personal finance and executive wealth.
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- Areas of focus
- Corporate executives · Executive compensation · Job transitions
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Corient
6 listed professionals
Corient is a fee-only wealth management firm serving individuals and families. Its published services combine investment management and wealth planning with wealth transfer and family office support, including tax, philanthropy, family governance, lending, and other specialized needs.
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Professional sources reviewed 2026-09-16. Location: Current official directory lists the named advisor and office. The individual biography explicitly identifies this city.. Listing does not imply participation, endorsement, or availability for new clients.
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