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 over 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 suggestions and decisions.
Our independent, unbiased advisors work for and with you – developing long-term relationships.
As a Registered Investment Advisor, 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 intend for you to benefit from full disclosure and knowledge of current trends.