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Episode 233: Accelerate Your Bucket List by Unlocking Financial Independence: Lisa Sakai

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Get ready to meet Lisa Sakai, a financial advisor on a mission to empower female professionals and their families. In this episode, we delve into Lisa’s diverse career journey, from Hollywood to education and insurance, until she discovered her true passion: providing financial advice and planning. Specializing in Bucket List Planning, Lisa helps her clients optimize their finances to enjoy the lifestyle they love.

With a servant’s heart and a teacher’s mind, Lisa is always there for her clients, even when they think they don’t need her. Her remarkable ability to simplify complex financial concepts and make them easily understandable sets her apart.

Not only is Lisa a trusted financial advisor, but she is also a past president of the Mission Viejo Chamber of Commerce. Outside of her professional pursuits, Lisa has a passion for theater, trail running, cooking, reading, and exploring new places. She’s even taken up kickboxing, spin classes, and is relearning how to play the piano.

Join us as we uncover Lisa’s inspiring journey and learn how she can help you navigate your financial path with clarity and confidence. Get ready to take control of your financial future and love the lifestyle you deserve.


Guest Bio: Lisa Sakai is a Financial Consultant who works with clients on Bucket List Acceleration and getting to live the life they want now. As the co-founder of One Vision Retirement, she has been working with clients across the country for over 12 years. Lisa’s advice provides easy-to-understand, logical steps and exercises that people can take action on right away.

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Charmaine Gregory

I am a nocturnist Emergency Physician, wife, mom to three vivacious cherubs as well as a greatness and virtual fitness coach. I help busy women like myself reclaim their fitness and wellness mojo and unleash their greatness! Watch my story and get a complimentary health assessment here: My Story If you are like me and have picky eaters in your fold, join my Facebook group, Picky Eaters Strong Mom here: Picky Eater Strong Mom Facebook Group

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