Lisa Zak

Lisa Zak

Financial Representative, Principal Securities Registered Representative, Financial Advisor

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Phone: 520.544.7919
Fax: 866.309.9457
E-mail:
 

Lisa has been in the financial services industry since 1986 when she began a 21-year career in banking.  It was her passion to build and to nurture her client relationships that then took her career in another direction.  As a Registered Representative of Principal Securities, Inc., Lisa is able to maintain relationships that will last a lifetime.  Through an in-depth analysis of clients' needs and desires, she is able to help her clients create a lifetime continuation plan.

Originally from Nebraska, her Midwestern roots provided her with the values that she stands behind today--hard work, honesty, and integrity.

Lisa is a graduate of the University of Arizona, with a Bachelor of Science degree in Marketing. Lisa lives with her husband, who is a golf professional; her son; and daughter. Lisa enjoys traveling, reading, and cheering on her children in soccer, golf, and baseball.

Qualifications:
Series 6, 63, 65,7
Life and Health Insurance

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