Lisa Lucio CFP®
Investment Funds Representative
Lisa Lucio has been part of the family business since 1988, giving her a deep, intuitive understanding of the financial milestones that shape individuals, families, and business owners over a lifetime. As CEO of MBI Financial, Lisa is known for her thoughtful, relationship-driven approach and her commitment to building portfolios that reflect each client’s unique goals, values, and best interests.
As a Certified Financial Planner® (CFP®), retail store owner, member of the Blenheim BIA, and mother of two daughters, Lisa brings both professional expertise and real-world perspective to every client conversation. She is especially passionate about helping clients navigate complex financial decisions with clarity and confidence.
Areas of Specialty
- Income Tax Planning
- Small Business & Entrepreneurial Planning
- Family Corporations & Intergenerational Wealth
- Personalized Investment & Portfolio Strategy
Designation & Licenses
- Certified Financial Planner® (CFP®)
- Investment Funds Representative, HUB Capital Inc.
- Licensed Life & Health Insurance Agent
- Affiliate Deposit Broker
Lisa’s approach is grounded in experience, shaped by family values, and focused on helping clients make confident financial decisions—today and for generations to come.