Lisa L. Banning

Board Member

Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. She holds her series 7 and 66 securities licenses as well as her Life/Health/Disability Insurance license, with an emphasis in Long Term Care.

Lisa is a graduate of The University of Kansas, where she received her Bachelor of Science degree in Business Administration. She obtained her CFP certification from the College for Financial Planning. Lisa is associated with the Financial Planning Association of Orange County.

Lisa serves on the Women Investing in Security Education (WISE) Board and has served on the Vanguard University Foundation Board, as WomanSage Board President and the Leadership Tomorrow Board of Directors. Lisa is a Crown Ministries Budget Counselor for Palm Harvest Church in Costa Mesa.

FINANCIAL MANAGEMENT NETWORK, INC. is a full service, comprehensive financial advisory firm with a fee-based compensation model. FMN is dedicated to providing superior service and quality financial products to its clients. FMN specializes in the areas of Tax Planning, Estate Planning, Group Benefits, Retirement Planning, Risk Management, and Portfolio Management.

Having attained her own financial goals through sound choices prepares Lisa to coach clients on a personal level.


Lisa L. Banning is a Certified Financial Planner, a Registered Representative of FMN CAPITAL CORPORATION and a Registered Investment Advisory Representative of FINANCIAL MANAGEMENT NETWORK, INC. She holds her series 7 and 66 securities licenses as well as her Life/Health/Disability Insurance license, with an emphasis in Long Term Care.

Lisa is a graduate of The University of Kansas, where she received her Bachelor of Science degree in Business Administration. She obtained her CFP certification from the College for Financial Planning. Lisa is associated with the Financial Planning Association of Orange County.

Lisa serves on the Women Investing in Security Education (WISE) Board and has served on the Vanguard University Foundation Board, as WomanSage Board President and the Leadership Tomorrow Board of Directors. Lisa is a Crown Ministries Budget Counselor for Palm Harvest Church in Costa Mesa.

FINANCIAL MANAGEMENT NETWORK, INC. is a full service, comprehensive financial advisory firm with a fee-based compensation model. FMN is dedicated to providing superior service and quality financial products to its clients. FMN specializes in the areas of Tax Planning, Estate Planning, Group Benefits, Retirement Planning, Risk Management, and Portfolio Management.

Girls Inc.

WISE was honored to one of 3 recipients of the Volunteer Appreciation Award by Girls Inc. The award was presented at a beautiful luncheon at the Disneyland Resort which Darlene March and Jan Walsh attended. WISE has been supporting and sponsoring many various activities and workshops for Girls Inc. since 2014. WISE is grateful to be a partner with Girls Inc. assisting girls of all ages to be Strong, Smart, and Bold.