4 months ago
Post-Election Financial Planning Considerations
Taking a little time out to understand the basics of...
- With CAPTRUST Since 2019
- 210.245.2694
-
700 North Saint Mary's St
#100
San Antonio, TX 78205
Lisa Gostkowski
Financial Advisor
- San Antonio, TX
- Tale of Two Cities | It's a Wonderful Life
- Ernest Hemmingway, Abraham Lincoln, and Marie Curie
- If you want to fly, give up everything that weighs you down. -Buddha
- Humor, compassion, and honesty
Financial Advisors
Lisa is a wealth management advisor based out of the San Antonio, Texas office.
Lisa joined CAPTRUST from South Texas Money Management in 2019. She serves as a financial advisor responsible for providing comprehensive wealth management to high-net-worth investors and corporate executives.
Prior to joining the firm, Lisa served as a senior vice president and relationship manager at South Texas Money Management. She earned her Bachelor of Business Administration degree from the University of Texas at San Antonio and a Bachelor of Arts degree from Baylor University.
Education
- Bachelor of Business Administration degree from the University of Texas at San Antonio
- Bachelor of Arts degree from Baylor University
Memberships
- Treasurer, Alpha Home Board
- Board Member, Planned Giving Council San Antonio
- Member, the Financial Planning Association
- Member, CAPTRUST Women’s Initiative
News & Resources
Resources
Resources
4 months ago
America Has Voted
It’s early the morning of November 4, the day after...
Resources
10 months ago
Keeping Investment Instincts in Check
In this edition of Investment Strategy, our industry experts explore...
Wealth Management
11 months ago
Cash Reserves
Knowing how much emergency savings you need to have does...
