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.

Girl Scouts 2020

WISE hosted "Cookie University" attended by scouts ages 13 to 16.  The focus was financial literacy - setting life goals, budgeting and the fundamentals of investing.  WISE also hosted “Cookie Plan” for the younger scouts - ages 5 on up!  More than 300 scouts passed through our room.  What a great day!