Client Service Specialist
1420 Rocky Ridge Drive, Suite 140
Roseville, CA 95661
Lisa Goudy is a Client Service Specialist with Capital Planning Advisors. Lisa’s career began in marketing and then developed into event planning and operational leadership as an Operations Manager for the Wells Fargo Private Bank. Believing in the importance of serving others, she spent the last eight years in management in the funeral profession. With her positive outlook and strong organizational skills, she is excited to continue to serve clients with Capital Planning Advisors.
Lisa has a B.S. in Organizational Management and a A.A. in Funeral Science. She is married with two grown children and two grandchildren and she enjoys traveling and exploring new and exciting destinations.