Lisa Goudy - Email & Phone Number

Client Operations at Capital Planning Advisors

Lisa Goudy is based out of Roseville, California, United States and works at Capital Planning Advisors as Client Operations.

Lisa Goudy's Contact Information

Lisa Goudy's Work email

l*****@capita***.com

Valid

Latest update

October 27, 2025

Location

Roseville, California, United States

Lisa's current employer

Capital Planning Advisors

Description

Website

capitalplanningadvisors.com

HQ Location

Roseville, CA, United States

Number of employees

11-50

Industry

Financial Services

Latest update

April 30, 2024

Read about Capital Planning Advisors

Frequent questions about Lisa Goudy

What company is Lisa Goudy working for?

Lisa Goudy works for Capital Planning Advisors.

What is Lisa Goudy's function at Capital Planning Advisors?

Lisa Goudy is Client Operations at Capital Planning Advisors.

Where is Lisa Goudy based?

Lisa Goudy is based out of Roseville, California, United States.

What is Lisa Goudy's work email address?

Lisa Goudy's professional email address is l*****@capita***.com

Who are Lisa Goudy's co-workers?

Lisa Goudy's colleagues are Jim Wilson, Larry Hansen, George Sutcliffe, Terry Chiu, Jason Bell, Karin Le, Michael Sollazzo.

Lisa's co-workers

George Sutcliffe

Vice President of Operations

Portfolio Manager, Vice President of Investment Research

Chief Investment Officer, Managing Director

Senior Wealth Advisor

Michael Sollazzo

Partner & Wealth Management Counsel

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