Lisa Morabe, FPQP

Business Development Associate

About Lisa

Lisa joined Summitry in 2020 as Office Administrator, now Business Development Associate. Prior to joining Summitry, Lisa gained work experience in education while teaching English in Japan. She graduated from the University of California, Davis with a Bachelor of Science in Human Development. Lisa’s new role is to promote the growth of the firm and support clients during their first experiences with Summitry.


Lisa resides in San Francisco and enjoys spending time with friends, exploring new walking/hiking trails, and watching sporting events.

Q & A

  • Discuss a personal accomplishment that you’re particularly proud of.

    Moving to Japan shortly after graduating college was my greatest accomplishment. Though I did not (and still don’t) speak or understand the language, I was able to navigate the country’s public transportation system, food menus, and miscellaneous forms/documents. Having to push myself to get out of my comfort zone, saying ‘yes’ to almost any opportunity, and taking in all that Japan had to offer allowed me to learn more about myself and grow as a person.
  • What are your favorite pursuits outside of work?

    I love to go walking/hiking with friends and family, have picnics in the park, and complete DIY projects throughout the house. My latest DIY project was making two coasters using resin and trinkets I brought back from Japan.
  • Three words to describe the Bay Area.

    Diverse, Energizing, and Welcoming. The Bay Area is a destination where anyone come to make their dreams a reality. People welcome and thrive off of innovative ideas and opportunities; they are always trying to prove themselves. It is exciting to have such great energy in a bustling area.
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Aaron Szager, CFP®

Senior Financial Advisor