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Andrew Lisi

The Next Level Planning Group

 

Member profile details

Membership level
Corporate Sponsor - The Next Level Planning Group
Honorific
  • Mr.
First name
Andrew
Last name
Lisi
Title
Financial Planner, Partner
Company Name
The Next Level Planning Group
Company Logo
Website
Office Address
8755 W Higgins Rd
Office Address (2)
Ste. 200
City
Chicago
State
IL
Zip Code
60631
Phone
773-867-3605
Cell Phone
773-943-0055
Profile Photo
Bio
I work with business owners and high net worth individuals and families to help them avoid future regret.

My team and I do this by partnering with them on life's journey using financial planning as a framework for decision-making.

I have been in financial services for over 6 years, nearly the entire time at The Next Level Planning Group where I recently became and equity partner.

Prior to this I was a Christian minister and in technology sales.

My family and I currently reside in Arlington Heights. I'm married to my wonderful wife, Stacy, and we have four beautiful children.
Profession
  • Estate/Financial Planner
 Linked members (1)
Name Email Phone
773-617-0904

GREATER NORTH SHORE ESTATE & FINANCIAL PLANNING COUNCIL
1018 W. Madison, Ste. 9, Chicago, IL 60607 | Tel. 708.338.0760 | Email:  gnsefpc@navandassoc.com
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