Lisa Goodman

Lisa Goodman is a Vice President in Wealth Management with Reilly Financial Advisors headquartered in San Diego. Lisa is responsible for managing wealth services for clients. She assists clients with identifying their financial goals and works with the firm’s investment committee and research team to build and manage client portfolios. Lisa is passionate about educating and engaging people on the importance of financial and wealth management so they can feel secure about their financial future.

Prior to joining Reilly Financial Advisors she was with Brandes Investment Partners for almost 19 years, with her most recent position as a client portfolio manager in the Portfolio Management Group. She has extensive experience in client portfolio management, client service, sales and business development.

Lisa received her MBA from United States International University and BA from University of California, San Diego. She serves on the Advisory Council of the Barrio Logan College Institute and is a Partner with San Diego Social Venture Partners. Lisa also is a Big Sister for Big Brothers Big Sisters. She is a California native who enjoys being active in her community and spending time with her family.