Lisa Vallejo

Lisa Vallejo has over 19 years of experience in the financial services and insurance industry, currently serving as a Partner at New York Life Insurance Company since November 2004, where responsibilities include recruiting and hiring new agents. Previously, Lisa held the position of Financial Services Professional at NYLIFE Securities LLC. from 2004 to 2022 and founded Margaret May Insurance & Financial Services, focusing on financial strategies and employee benefits. Additional experience includes consulting on planned giving with the Archdiocese of Los Angeles and serving as a Personal Banker at Provident Savings Bank from 1994 to 2004. Lisa Vallejo holds a Bachelor of Science in Finance from Southern New Hampshire University and is a Life Underwriter Training Council Fellow from The American College of Financial Services.