Lesjak Planning LLC

Registered Investment Advisor

Excellence in Financial Planning since 1980
  • Why
    Us?
  • 3-Step
    Approach
  • Plan-Driven
    Services
  • Meet
    the Team
  • Client
    Communications
  • Community
    Outreach
  • The Next
    Generation
  • Client
    Login
  • How Can
    We Help?

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.

sprout

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Disclosure Documents:

Form ADV Part 2A

Form ADV Part 2B

Form ADV Part 3

Code of Ethics

Privacy Policy

 

© 2022 Lesjak Planning LLC. All rights reserved.
1991 Crocker Road #575, Westlake, OH 44145 | 440.871.9500 | 888.871.4820 | Admin Log in
Questions? Please contact us at lpc@lesjakplanning.com.