Lisa is a Co-Founder and Partner at Beverly Hills Private Wealth, where she brings a thoughtful, relationship-driven approach to advising individuals and families across generations. With a deep interest in behavioral finance, Lisa is passionate about understanding what motivates investors, enabling her to better anticipate client needs and align their financial strategies with their personal values and long-term goals. Her beliefs in strategic planning and the emotional drivers of financial decisions led her to earn the Chartered Financial Consultant (ChFC®) designation in 2020, integrating technical expertise with a human-centered approach to advising.
Since beginning her career in wealth management over a decade ago, Lisa has developed a strong reputation for forming enduring relationships with families, often working with multiple generations, and has a particular affinity for advising the next generation of investors. She regularly meets with the adult children and grandchildren of long-standing clients to define their goals, implement investment plans, and teach the fundamentals of financial literacy. She is also a committed advocate for empowering women in finance, hosting educational seminars that address the distinct financial challenges and opportunities women face at different life stages.
Lisa is a proud graduate of the Jewish Federation of Greater Los Angeles’ 2024/2025 Community Leadership Institute (CLI), an elite program designed to cultivate the next generation of lay leaders and philanthropists nationwide. She also shares her love of music and formal vocal training by regularly singing at Stephen Wise Temple. Lisa holds a Bachelor of Fine Arts in Musical Theatre from the prestigious Cincinnati College-Conservatory of Music. She lives in Los Angeles with her husband, Kainoa, and their inspiring blind rescue dog, Poppy. Outside of work, she is an avid traveler and lover of classical music, theatre, art, and world history.