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Our Team

 

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Lisa Vallejo

Lisa Vallejo is an agent with New York Life Insurance Company and a registered representative with NYLIFE Securities LLC. She has more than two decades of experience and finds fulfillment in the impact financial empowerment can have on women, their families and businesses.

Lisa Vallejo

Founder & Principal

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Jeffrey Cornejo

Financial Services Professional

headshot

Lisa Vallejo

Founder & Principal

Lisa Vallejo is an agent with New York Life Insurance Company and a registered representative with NYLIFE Securities LLC. She has more than two decades of experience and finds fulfillment in the impact financial empowerment can have on women, their families and businesses.

headshot

Jeffrey Cornejo

Financial Services Professional

 

Meet The Staff

James Dowser

Service Assistant

Tori Shaver

Assistant

 

Market Watch

Last Closing Prices

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Nasdaq 100 12,152.22 +0.60%
NYSE Composite 14,191.58 -0.41%
AMEX Composite 2,292.12 -0.41%
PHLX Semiconductor Index 2,194.15 -0.06%
OSX Oil Service Sector Index 34.49 -0.62%

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.