We would love for you to join us at our Valley Lunch and Learn for an informative presentation that will give you the insight you need to navigate your financial future. We also encourage you to kindly make a gift to JFEDLA’s 2026 Annual Campaign, so we can continue doing our life-changing work and hosting thoughtful programs like Valley Lunch and Learn.
Space is limited, so register today.
Who: JFEDLA
What: Valley Lunch and Learn with Financial Advisor Lisa Westermark
When: Tuesday, May 12th, 12:00 -1:30 PM
Where: Encino • Address provided to registrants in the confirmation email sent before the event
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For questions, contact John Magoulas at JMagoulas@JewishLA.org or call 323-761-8133.
We look forward to seeing you on May 12th.
Lauren Judelson, Susan Kane, Heather Kertesz-Briest
Valley Lunch and Learn Co-Chairs
Laura Ozer
Valley Chair
Kathi Mangel
Sylvia Weisz Women’s Philanthropy Co-Chair
Lisa is a Co-Founder and Partner at Beverly Hills Private Wealth, where she brings a thoughtful, relationship-driven approach as a financial advisor. Since beginning her career in wealth management over a decade ago, Lisa has developed a strong reputation for forming enduring relationships with families. She has a particular affinity for advising the next generation of investors. With a deep interest in behavioral finance, Lisa is passionate about understanding what motivates investors, enabling her to better anticipate client needs and align their financial strategies with their personal values and long-term goals. Her beliefs in strategic planning and the emotional drivers of financial decisions led her to earn the Chartered Financial Consultant (ChFC®) designation in 2020, integrating technical expertise with a human-centered approach to advising. She is also a committed advocate for empowering women in finance, hosting educational seminars that address the distinct financial challenges and opportunities women face at different life stages.
Lisa is a proud graduate of the JFEDLA’s 2025 Community Leadership Institute, designed to cultivate the next generation of local lay leaders and philanthropists, and sits on the boards of Hillel 818 and The Braid. She also shares her love of music and formal vocal training by regularly singing at Stephen Wise Temple. Lisa holds a Bachelor of Fine Arts in Musical Theatre from the prestigious Cincinnati College-Conservatory of Music. Originally from Philadelphia, Lisa has happily made her home in Los Angeles with her husband, Kainoa, and their inspiring blind rescue dog, Poppy.
JFEDLA acts on shared values to create safe, joyful, and connected Jewish life in Los Angeles, Israel, and around the world. We care for the vulnerable by fighting poverty and combating antisemitism. We inspire by fostering Jewish journeys, building bridges, and developing leaders. Our dedicated partners, passionate staff, and your generosity make our work possible.
By signing up to attend this event, you agree to irrevocably grant to Jewish Federation Los Angeles — and to their employees, agents, and assigns — the right to take your photograph, record you, or use your image, silhouette, and/or other reproductions of your physical likeness, as well as your voice and/or words, for all purposes related to marketing and promotion of JFEDLA, across all media. These rights are granted in perpetuity. You hereby certify and represent that you are of at least 18 years of age and have read the foregoing and fully understand the meaning and effect thereof.