2 months ago
Market Declines in Retirement
What happens if you successfully saved for retirement, but when...
- 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 Gostkowski is a wealth management financial advisor based in San Antonio, TX.
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
Wealth Management
Resources
2 months ago
Storm Before the Calm
After three remarkable years of outsized returns in the stock...
Wealth Management
3 months ago
Market Update | July 2022 | Short Version
Midway through 2022, investors and consumers are frustrated with rising...
Wealth Management
3 months ago
Market Update | July 2022
Midway through 2022, investors and consumers are frustrated with rising...
