Lisa Rapfogel Bio
Lisa L. Rapfogel, CFP®, CLTC, LUTCF
With more than 29 years of experience in the financial services industry, Lisa Rapfogel-Ostroff has tailored her business to the needs and development of small business owners. She received her BS in Human Ecology from University of Texas at Austin and completed the Certificate Program in Financial Planning from Southern Methodist University. Lisa’s licensing includes life, health, disability income and long-term care. She also holds a FINRA Series 7 Registration for General Securities, Series 6, and Series 63.
Lisa is a member of Financial Planning Association of Dallas/Ft. Worth and currently is a professor for the Southern Methodist University Certificate Program in Financial Planning. She is also a sustainer member of Junior League of Dallas, Temple Emanu-El, and a Life Member of Texas Exes.
Lisa Rapfogel, CFP®
14241 Dallas Expwy, Suite 1200
Dallas, Texas 75254
Voice (972) 348-6337
Facsimile: (972) 348-6399