Lisa Vorce
Financial Advisor
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CCPS®
CLIENT RELATIONSHIPS and SERVICE – What I am all about
I have been helping clients with their finances as a financial professional since 2014. My focus has always been on doing what is in the best interest of my clients with deep long-term client relationships and service. I have a special place in my heart for pre-retirees and in particular women, as they plan for retirement.
My father died in his early 60’s which left my mother a widow at the beginning of her retirement which ended with a Medicaid spend-down. Luckily mom was also the recipient of good estate planning by my grandmother and these two life events...
My qualifications
- Associates of Mechanical Engineering, Northwestern Michigan College
- Spanish, Southwestern Illinois College
- Investment Adviser Representative
- General Securities Representative
- Securities Industry Essentials
- Agent
- CA Insurance Lic. #4475438
- Languages spoken: English, Spanish
My state licenses
- Alabama
- Arizona
- Colorado
- Florida
- Georgia
- Illinois
- Indiana
- Iowa
- Kansas
- Michigan
- Minnesota
- Missouri
- North Carolina
- South Carolina
- Tennessee
- Texas
- Wisconsin
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
