Lisa Frankovich | GoldBook Financial

Lisa joined GoldBook Financial in July 2024 as a Financial Planner specializing in retirement planning, financial planning and estate planning. With over 16 years in the financial services industry, Lisa has dedicated herself to providing her clients with the products and services to help them meet their financial goals, estate strategies and insurance needs.

Lisa has spent most of her career providing financial support to Teachers and other not for profit 403b and 457 plans. She has extensive experience working in the CalSTRS Pension and many of the California School Districts.

Lisa graduated from the University of Colorado Boulder with a Bachelor of Political Science and Economics.

In her free time, Lisa enjoys going to soccer games, baseball games and karate tournaments for her children. She also enjoys taking her dogs, Blu and Shelby, on long walks around her neighborhood in Poway. She also enjoys going to Kauai with her husband when they get a second to get away.

Lisa holds FINRA Series 7, 63 & 66 and is Life, Accident and Health licensed.

CA Insurance License #0G60868, Domiciled in CA

CRN202708-7022766

Cookie	Duration	Description
cookielawinfo-checkbox-advertisement	1 year	Set by the GDPR Cookie Consent plugin, this cookie is used to record the user consent for the cookies in the "Advertisement" category .
cookielawinfo-checkbox-analytics	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Analytics".
cookielawinfo-checkbox-functional	11 months	The cookie is set by GDPR cookie consent to record the user consent for the cookies in the category "Functional".
cookielawinfo-checkbox-necessary	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookies is used to store the user consent for the cookies in the category "Necessary".
cookielawinfo-checkbox-others	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Other.
cookielawinfo-checkbox-performance	11 months	This cookie is set by GDPR Cookie Consent plugin. The cookie is used to store the user consent for the cookies in the category "Performance".
CookieLawInfoConsent	1 year	Records the default button state of the corresponding category & the status of CCPA. It works only in coordination with the primary cookie.
viewed_cookie_policy	11 months	The cookie is set by the GDPR Cookie Consent plugin and is used to store whether or not user has consented to the use of cookies. It does not store any personal data.

Cookie	Duration	Description
_ga	2 years	The _ga cookie, installed by Google Analytics, calculates visitor, session and campaign data and also keeps track of site usage for the site's analytics report. The cookie stores information anonymously and assigns a randomly generated number to recognize unique visitors.
_gat_UA-157416263-1	1 minute	A variation of the _gat cookie set by Google Analytics and Google Tag Manager to allow website owners to track visitor behaviour and measure site performance. The pattern element in the name contains the unique identity number of the account or website it relates to.
_gid	1 day	Installed by Google Analytics, _gid cookie stores information on how visitors use a website, while also creating an analytics report of the website's performance. Some of the data that are collected include the number of visitors, their source, and the pages they visit anonymously.