Meet Lisa
Lisa Goodman is a Sr. Vice President based in Newport Beach, California. She joined Mercer Advisors in 2022, bringing 30 years of industry experience across a variety of organizations. In her current role, Lisa helps prospective clients understand the offerings of Mercer Advisors and how the firm could help them reach their financial goals. She earned a B.A. degree in theatre from the University of California, San Diego, and an MBA from United States International University, and she holds a FINRA Series 65 license.
Her working style
Lisa’s professional style is rooted in relationships, trust, and care. She listens deeply, acts thoughtfully, and brings compassion to every client interaction. She is motivated by education and problem-solving, helping clients understand their financial lives while connecting them with the right advisory team. Her goal is for every client to feel heard, supported, and cared for.
Lisa in real life
What keeps you busy outside of work?
Outside of work, I love being outdoors and staying active — whether that’s golfing, hiking, or playing pickleball. Most importantly, I value spending time with my family and relaxing at home with our two cats.
How do you give back?
Giving back is very important to me. I serve on two advisory council boards — one centered on education and one on mental health — both areas I’m deeply passionate about. I also love mentoring through Big Brothers Big Sisters and have had the special experience of watching my “little sister” grow into adulthood. It’s been one of the most meaningful relationships in my life.
Why do you like working at Mercer Advisors?
Having spent 30 years in the industry across a variety of organizations, I truly value what makes Mercer Advisors different. I’ve seen firsthand the impact we make by bringing together all aspects of a client’s financial life in a thoughtful, integrated way. I’m especially proud of our Women & Wealth practice and the meaningful focus we place on education through client events, helping clients feel informed, empowered, and supported.
Meet Lisa’s Teammates
Elisha Sanchez
Client Development Associate
What Lisa Says
I couldn’t do what I do without my Client Development Associate — she’s amazing with our clients and makes the onboarding process feel effortless. Together, we set the tone for the entire relationship, and she plays such an important role in helping make clients feel supported from the start.
Grace Chyun
Sr. Client Service Specialist
What Lisa Says
Grace is an amazing Relationship Manager and such a dependable partner. She’s always there to help with anything a client or I need, everything from paperwork to presentations. She truly goes above and beyond, and she keeps our office organized and running smoothly.
Christina Hung
Sr. Wealth Advisor
What Lisa Says
Christina is incredibly patient and listens to our clients, always keeping their needs at the center of every conversation. We’ve done many Women & Wealth events together, and she has a gift for building authentic connections and helping women feel comfortable and supported.
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