Elise Goldberg, CEPA®
Chief Operating Officer, Director of Planning
As COO and Director of Planning at LFG Private Wealth Advisors, Elise focuses on fostering strong client relationships and providing insightful guidance to navigate wealth-building opportunities. She helps clients think clearly about the future they want to build and then creating a structure to get there.
Elise holds the Certified Exit Planning Advisor (CEPA®) designation, which reflects her deep focus on one of the most complex and consequential financial events a person can face: transitioning out of a business. Beyond business transitions, her work spans estate and legacy planning, insurance strategy, and the kind of integrated financial oversight that most advisors simply don't offer. Elise graduated from University of California, Los Angeles (UCLA) with a degree in Business Economics, and with experience in commercial banking, wealth management, and marketing, Elise brings a well-rounded perspective to financial planning.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Financial Representative of The Guardian Life Insurance Company of America®.