Strategic Advisor Solutions
113 W G Street, #550
San Diego, CA 92101
LisaDion@StrategicAdvisorSolutions.com
949-232-2777
Lisa Dion is the Founder of Strategic Advisor Solutions, with over 25 years of experience in the Independent Financial Advisor channel, specializing in practice management and business growth. Lisa’s expertise lies in guiding CEO Financial Advisors™ to build strong foundations, develop growth strategies, and cultivate high-performing teams.
In 2017, she launched Strategic Advisor Solutions to help financial advisors run thriving businesses and elevate their leadership. Her clients have since achieved significant growth, enhanced profitability, aligned teams, and increased time freedom.
Lisa also served as an EOS Implementer (2017–2020) and has since integrated industry-specific methodologies to support CEO Financial Advisors™ and their teams.
Throughout her career, Lisa has provided strategic support to help firms—from $1M to over $1B in revenue—break through growth barriers, strengthen their business models, and set achievable goals. Previously, she held business development roles for broker-dealers, served on regional and national advisory boards, and advocated for advisors.
Lisa holds a Bachelor of Science in Finance from the University of Connecticut School of Business and has acquired Series 7, 24, 51, and 63 licenses.
Our Core Values
DO WHAT WE SAY - Sometimes more, never less!
VALUE FIRST - Always giving more in value before expecting anything in return.
CONFIDENCE WITH MODESTY - Knowing our stuff while remaining humble in our approach.
PURPOSE DRIVEN - Authentic and ready to make a positive impact in everything we do.