Lisa Margulies - Email & Phone Number

Financial Advisor, Branch Manager & Transformational Coach at Regatta Capital Group

Lisa Margulies is based out of Los Angeles, California, United States and works at Regatta Capital Group as Financial Advisor, Branch Manager & Transformational Coach.

Lisa Margulies's Contact Information

Lisa Margulies's Work email

l*****@regatt***.com

Valid

Latest update

October 24, 2025

Location

Los Angeles, California, United States

Lisa's current employer

Regatta Capital Group

Description

Regatta Capital Group's mission is to mprove the quality of client’s lives by giving you the advice you need to reach your goals.

Website

regattainvest.com

HQ Location

El Segundo, California, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Regatta Capital Group

Frequent questions about Lisa Margulies

What company is Lisa Margulies working for?

Lisa Margulies works for Regatta Capital Group.

What is Lisa Margulies's function at Regatta Capital Group?

Lisa Margulies is Financial Advisor, Branch Manager & Transformational Coach at Regatta Capital Group.

Where is Lisa Margulies based?

Lisa Margulies is based out of Los Angeles, California, United States.

What is Lisa Margulies's work email address?

Lisa Margulies's professional email address is l*****@regatt***.com

Who are Lisa Margulies's co-workers?

Lisa Margulies's colleagues are Spencer Kelly, Cole Thompson, Lindsey Diranian, Nick Ozer, Erika Jenkins, Nubia Silva, Chloe Barnett, Grace Yu, Erika Dumandan, Lee Clay, Britt Joyce, Ben Satterfield.

Lisa's co-workers

Spencer Kelly

Owner, Principal & Financial Advisor

Cole Thompson

Financial Advisor Associate & Director

Lindsey Diranian

Financial Advisor Associate and Director of Client Service

Nick Ozer

Managing Partner & Financial Advisor

Research Analyst and Risk Manager

Erika Dumandan

Controller

Lee Clay

Financial Advisor, ESG and Impact Investing Specialist

Britt Joyce

Managing Partner, Financial Advisor, Co-Chief Investment Officer

Ben Satterfield

Financial Advisor

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