Lisa McElravey, CFP

Financial Advisor

Lisa provides customized financial planning to individual clients, families, and small businesses. Her services include investment management, education funding, and retirement planning. She is committed to helping her clients improve their financial situation by organizing their finances, setting goals, and implementing a plan to potentially reach those goals. Lisa operates her practice in association with a group of three other highly credentialed and accomplished financial planners. Collectively the group represents over 45 years of experience in financial planning. Each practice is independent but the group shares a commitment to excellence through the sharing of ideas and information, disciplined methods and processes, and time tested investment strategies based on extensive academic research.
Lisa began her career in 1989 with Kidder, Peabody & Co., Inc., one of the country’s oldest and largest brokerage firms. At Kidder, Peabody she serviced a diverse clientele that included high net worth individuals, corporations, and money managers and she developed particular expertise in the areas of restricted stock sales and employee stock option transactions. Lisa also spent several years in investment banking at Roth Capital Partners, a leading underwriter of initial public offering of small companies. She was manager of the syndicate desk, overseeing the coordination and execution of these public offerings, which raised over $2 billion in capital. Through these past experiences, Lisa has developed a unique depth of knowledge about the complexities of the financial services industry and an ability to work with a wide variety of client situations.
Lisa has a Bachelor of Arts from UC Santa Barbara.
Phone 310.406.3080 ext. 307
Fax 310.406.3082