Lisa Hurst

Lisa joined Bell Investment Advisors in January of 2023 and serves as a Relationship Manager. With over 30 years of operations and client service experience in the financial services industry, Lisa is passionate about developing meaningful relationships with her clients. As the daughter of devoted medical professionals, Lisa admired the way her parents took care of their patients. Her parents instilled in her a drive to work hard and care for others.

After years of serving in a back-office operational role, Lisa transitioned to a client-facing role and found her true calling. She discovered her love of working with clients directly. Cultivating a relationship and being of service to clients gives Lisa immense joy and fulfillment.

Lisa attended UC San Diego and finished her education at Santa Clara University. Given her fondness of working with numbers, she earned her bachelor’s degree in accounting.

Lisa is a California native, having grown up in Palo Alto, Cupertino, and Santa Cruz. She currently resides in Cupertino and loves the Bay Area for its cultural diversity and easy access to nature. She cherishes spending time with her teenage son, her dog and two cats, and her family and friends. She also loves cooking, hiking, reading, traveling, and movies.