Meet The Team

Isabel Lupo

Isabel joined Mosher Financial Advisors in July 2019. She’s a native New Yorker and previously worked in Engineering and Law. Isabel’s MFA responsibilities include being Jerry Mosher’s personal assistant as well as running the front office by meeting and greeting clients, scheduling annual reviews and completing anything that needs to be done.

Isabel is an avid bowler who competes around the country with her daughter who is preparing to become a professional bowler. When she’s not bowling, Isabel enjoys traveling, the beach, sports, theater and trying new restaurants in San Francisco.