MOSAIC FI
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Lisa Montalvo

​Lisa is responsible for the client’s administrative and service experience.  She handles the day to day client needs and requests.  With more than 20 years of client facing experience in multiple industries including insurance, real estate, construction, and pharmaceuticals, Lisa delivers the standard of excellence Mosaic clients expect and deserve.

Lisa has a BS in Business Administration from Florida International University.  Lisa and her husband have been married for thirty years and have a beautiful dog named Jesse.
Photo used under Creative Commons from Kurt Stocker
  • Home
  • How We Help
    • Investment Management
    • Financial Planning
    • Divorce Planning
    • Retirement Planning
    • Elder care planning
    • FAQ's
  • Our Team
  • My Mosaic
  • Resources
    • Reference Guide
    • Insights
    • Events
    • Newsletters
  • Jenifer's Blog
  • Contact
  • Think Differently