Lisa Rapfogel Ostroff

Financial Planner

California Insurance License #: 0I09287/Domiciled in TX
Arkansas Insurance License #: 0I09287

I offer total financial needs analysis through a network of experienced professionals with expertise in:

  • Retirement analysis and programs
  • Estate strategies
  • Employee benefit and retention services
  • Business continuation strategies
  • Trust services*

*Trust services offered through the MassMutual Trust Co., FSB




Phone (972) 348-6337