Who We Are

Lisa Patterson, CPA
Registered Investment Advisor     
Lisa Patterson has over 20 years in the financial services industry.  Prior to Altitude Financial Planning she was a Senior Manager in the Assurance & Advisory Business Services practice at the international “Big Four” accounting firm of Ernst & Young LLP.  She is a Certified Public Accountant and an Intuit Certified QuickBooks ProAdvisor as well as a California Registered Investment Advisor.  Lisa has a Bachelor of Arts degree in Economics-Business from UCLA and a Certificate in Financial Planning from Boston University.  Lisa successfully passed the rigorous and comprehensive Certified Financial Planner examination on her first sitting and is working toward her full CFP® credential of distinction.  Lisa and her husband Jon have been full-time residents of Big Bear Lake for over eight years.  Lisa and Jon enjoy hiking and dancing and are active members of the Big Bear Chamber of Commerce where Lisa serves on the board of directors.
 
Sandra Senft, EA
Registered Investment Advisor     
Sandra Senft has over 30 years of combined experience in auditing, financial management, insurance, and information systems for both small and global businesses.  She is an Enrolled Agent admitted to represent taxpayers before the IRS and a California Registered Investment Advisor.  Sandra has a Bachelor of Science degree in Accounting, a Master of Science in Business Administration, and a Certificate in Financial Planning.  Sandra successfully passed the Certified Financial Planner exam and is working toward full CFP® credential. Sandra is actively involved in community and professional organizations including volunteering as the local coordinator for the AARP Tax-Aide program, board member of Soroptimist International of Big Bear Valley, and board member of Big Bear Valley American Association of University Women. 
 

What We Do

At Altitude Financial Planning our goal is simple – to help people make smart financial decisions with their money so they can accomplish their goals for the reasons that are important to them. Altitude Financial Planning is a comprehensive fee-only financial planning practice providing unbiased and values-based financial services not just to the wealthy, but to everyone.  We provide a full range of financial services, including, comprehensive financial planning, income tax preparation and QuickBooks accounting consultation for small businesses.  Our advice is life-centered and holistic, coordinating all aspects of our clients’ financial affairs.  We focus on bringing our clients’ money life into alignment with their values and helping them develop sound financial strategies to achieve their lifetime goals. We’re in the business of building long-term, solid relationships that are based upon trust and quality client service.  Thank you for exploring our website and becoming acquainted with us.

Why Choose Us?

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