A complete list of active advisors currently associated with Lesjak Planning, LLC

Warmer can help you find a great advisor at Lesjak Planning, LLC or one who fits your needs even better.

Lesjak Planning provides financial planning and investment advisory services to individuals, trusts, estates, charitable organizations, and retirement plans. The firm prepares written financial plans and offers two programmatic advisory options — a Premier Asset Management Program and an Annual Management Program — under which it develops allocation models across equities, fixed income and Treasury securities and recommends specific money managers and mutual funds. The firm follows a long-term, buy-and-hold approach with diversified portfolios tailored to each client’s risk profile and investment objectives, and it offers both discretionary and non-discretionary management with periodic reviews (quarterly for Premier clients, annually for Annual Management clients). Lesjak states it acts in a fiduciary capacity, including when advising retirement accounts, and documents investment goals and procedures through Investment Policy Statements and regular reporting. Noteworthy in its brochure is that newsletters and seminars are explicitly included as part of the firm’s advisory programs and client communications, and the firm uses allocation models and written materials to describe portfolio construction and results. The brochure also indicates the firm may present modeled or hypothetical performance in its materials; combined with Lesjak’s long operating history as a family-owned, independent advisory practice, this emphasizes a program-based service model with structured client communications that differs from many peers.

To learn more about the advisors currently working at Lesjak Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.