Lisa Goudy
Client Operations at Capital Planning Advisors
Email:
l****@capitalplanningadvisors.com
Phone Number: (***)-***-****
Experienced leader with a demonstrated history of working in the individual and family services industry. Skilled in Serving Others, Leadership, Budgeting, Business Process Improvement, C...
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CAPITAL PLANNING ADVISORS
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Headquarters: 1420 Rocky Ridge Drive, Roseville, California, 95661, United States
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Industry Financial Services
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Website capitalplanningadvisors.com
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HQ Phone 91********
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Description
Family, Business & Legacy Wealth Advisors Based in Roseville & Walnut Creek, Capital Planning Advisors is a Registered Investment Advisor (RIA) providing affluent families, individuals, busin...Read More
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Employees 11-50
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Revenue 250 Million to 500 Million
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Frequently Asked Questions Regarding Lisa Goudy
Answer: Lisa Goudy works for Capital Planning Advisors as Client Operations
Answer: Lisa Goudy’s role in Capital Planning Advisors is Client Operations
Answer: Lisa Goudy's email address is l***@gmail.com
Answer: Lisa Goudy's business email address is l****@capitalplanningadvisors.com
Answer: Lisa Goudy’s direct phone number is (***)-***-****
Answer: Lisa Goudy works in the industry of: Financial Services
Answer: Lisa Goudy is the current Client Operations at Capital Planning Advisors.... Read More
Answer: Lisa Goudy works Capital Planning Advisors located at 1420 Rocky Ridge Drive, Roseville, California, 95661, United States
Answer: Capital Planning Advisors's Client Operations is Lisa Goudy
Answer: Lisa Goudy contact details:
- Phone number : (***)-***-****
- Email : l****@capitalplanningadvisors.com
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