The year was 1968 and John Lesjak was experiencing his first year in the financial services profession after many years employed as an electrician.
Working from his home in Fairview Park, Ohio, he provided his version of financial planning, which included investments, insurance, and tax planning. Wanting to improve his skills, he enrolled in the fledgling College for Financial Planning’s Certified Financial Planner course and attained his CFP designation in 1975, as a member of one of the first graduating classes. That same year, the home office moved to North Olmsted, Ohio where he continued to work most evenings travelling away from home to provide financial planning to prospective clients.
Fresh out of high school, John’s son Dave Lesjak showed an interest in the financial planning profession and promptly enrolled in classes to attain his CFP designation, which he achieved in 1980. He was the youngest CFP in the country at the time. Wanting to expand on client product offerings as well as personal client services, John and Dave embarked on an ambitious plan to form their own company. Lesjak Planning Corporation was born and qualified to be a Registered Investment Advisor.
A few years after high school, Michael Lesjak, John’s son and Dave’s brother, witnessed the success of the family firm and made the decision to pursue the CFP designation as well, earning that title in 1985. Now, there are three family members in the firm, including Michael and Dave’s sister Judy as secretary.
Throughout the decades, we continued meeting with clients and prospective clients typically in the evening around their kitchen table after they got home from work. To this day, we use the foundation of the financial planning process to guide us through our progress.
In 1987, we consolidated three offices into one and moved into our current location in Westlake, Ohio. This allowed us to conduct client meetings in a comfortable setting with all the tools of our trade easily accessible.
As our client base continued to grow, so did our team. We added advisors and increased our back office support staff. Kathy Bruckner joined the team in 1994, earning her Financial Paraplanner designation in 1995. Marc Thomas joined us in 1999, Nathan Gist in 2002, and Kevin Lesjak in 2012, all earning their CFP designations. Ryan Lesjak came on board in 2019 as support staff.
Lesjak Planning is positioned to provide excellence in financial planning and investment management as well as first class client service for years to come.
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Or mailed to:
1991 Crocker Road, Suite 575
Westlake, Ohio 44145