Over a century of industry experience
Life-long relationships built on trust and respect.
Sound advice and attention to detail
at every level.
Lesjak Planning LLC, family-owned and independent since 1980, upholds a professional commitment to our philosophy and clients. With more than 100 years of combined experience among our planners, we have witnessed most investment scenarios firsthand. Wisdom, rather than short-term fads and get-rich-quick schemes, guides our decisions and recommendations.
Our independent, unbiased advisors work for
and with you – developing long-term relationships.
As Registered Investment Advisors, our Certified Financial Planner® (CFP®) professionals are dedicated to their profession and qualified to provide individual, family, and corporate planning. By adhering to regulations, following our professional code of ethics, participating in local and national financial planning organizations and continuing education, we are able to provide you with full disclosure and knowledge of current trends.