Elise Goldberg

Elisabeth Goldberg (Elise) is a Business Development Associate and Wealth Management Advisor with Forest Hills Financial Group (FHFG) whose focus is on developing tailored insurance strategies, fostering strong client relationships, and providing insightful guidance to navigate wealth-building opportunities. Elise’s authenticity and emotional intelligence make people feel at ease and comfortable, enabling her to build trust and rapport with almost anyone. Elise embraces every opportunity to help individuals, families, and businesses navigate their financial futures with confidence. 

Since joining FHFG, Elise has obtained her securities licenses and advanced into her current role as a Business Development Associate and Wealth Management Advisor. In addition to collaborating with clients, Elise works directly with Mike Librett, Director of Business Development as they support business owners with the firm’s Corporate Services Department. Elise and Mike work to develop comprehensive financial wellness and benefits programs that result in happier, more productive employees, ultimately helping businesses thrive. Elise graduated from University of California, Los Angeles (UCLA) with a degree in Business Economics, and with experience in commercial banking, wealth management, and marketing, Elise brings a well-rounded perspective to financial planning. Her background includes serving as Treasurer of Kappa Kappa Gamma-Gamma Xi, working as an Account Executive at Bruin Media Group, and gaining valuable insights into financial lending, portfolio analysis, and client relationship management through roles at Comerica Bank and Capital Advisors. 

In her spare time, Elise enjoys playing recreational tennis, traveling to new destinations (having lived in Paris and Los Angeles), and spending time with family and friends. Her creative side has her playing piano since the age of six, dabbling with interior design, cooking, and trying new restaurants. Elise was born and raised in Tulsa, Oklahoma and now resides in New York City. 

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 BROADHOLLOW ROAD, SUITE 405, MELVILLE NY, 11747, 631-5895400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Forest Hills Financial Group is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 4432384. 7807717.1 exp. 4/27.