Education, Connection, Philanthropy


We Elevate Women


Our Story

At Margaret May Insurance & Financial Services our focus is financially empowering women.  We take a holistic approach to your financial future, collaborating with a premier planning team with expertise in law, accounting, financial planning and insurance and offering high quality carriers and products to help our clients achieve their goals. We understand that each client's needs are unique to them.  Margaret May is committed to ensuring that the unique financial needs of women are met.  Whether single or married, we help our clients make financial decisions that conform to their principles, values, goals and objectives.  We provide insurance and financial services for women professionals, business owners and women who are experiencing a life transition.

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About the Founder

Passionate about helping to empower women to take
ownership of their financial management.


Lisa Vallejo is the Founder & Principal of Margaret May Insurance & Financial Services, a multi-generational family practice that looks at financial matters from a holistic view to consider your needs now as well as in the future.  She has more than two decades of experience and finds fulfillment in the impact financial empowerment can have on women, their families and businesses.  In addition to the fully comprehensive network of carriers and product lines, Lisa is a New York Life agent, which allows her access to exclusive resources that provide her clients with unique, cutting edge financial insights and expertise.

Based in Los Angeles, Lisa and her team serve clients throughout the country.  Lisa volunteers her time giving financial education to women at various organizations, in addition to sitting on several boards.  When she is not making sure her clients’ financial needs are being met, Lisa enjoys swimming and traveling with her husband and daughter. 

Meet the Team

Market Watch

August 14, 2020 @ 12:55 PM

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