Lisa Salvi

Lisa Salvi
Vice President, Advisor Services Business Consulting and Education

Lisa is a member of the Advisor Services leadership team and is responsible for Schwab's Business Consulting and Education offer. Her team leads the annual RIA Benchmarking Study and develops resources and programs designed to help independent advisors make lasting improvements within their firms. She holds a bachelor's degree from the University of California, Los Angeles, and the Series 7 and Series 24 registrations.