Liesa M. Wise Dutra started Synergy Financial with the consumer in mind. Realizing that a great percentage of the public does not have a financial strategy in place, Synergy Financial fills the gap left by high-priced financial planners who are seeking only high net worth individuals.

We offer both traditional investment advisory services and investment advisory services on an as-needed basis. Synergy can address everything from simple questions to a full formal investment plan.

Liesa M. Wise Dutra, DBA Synergy Financial is a Registered Financial Advisor and Investment Strategist who specializes in goal setting and building an investment plan to maximize your resources for full growth potential.

Ms. Dutra graduated from the University of San Francisco with a Bachelor of Science Degree in Applied Economics with minor studies in psychology. She is also a Paralegal who has certificates in Research and Litigation.