Lesjak Planning LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

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 registered investment advisors, 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.

Find Lesjak Planning LLC employees' phone numbers or email addresses

Lesjak Planning LLC Global Highlights

Location
Employees

North America
8

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  • United States Of America
    8

Lesjak Planning LLC's Leadership

  • Stylized image of a person
    M. T.
    Certified Financial Planner
    Phone icon

Lesjak Planning LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Lesjak Planning LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. T.
    Certified Financial Planner
    Phone icon
    May 28, 2025

Frequently Asked Questions

What is Lesjak Planning LLC known for?

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Lesjak Planning LLC was founded in 1980 operates in the Financial Services industry. The company's main headquarters is located in 1991 Crocker Road #575 Westlake, Ohio 44145 United States; you can contact the main corporate office by phone at . Explore Lesjak Planning LLC's company overview page for more information.

What is Lesjak Planning LLC's most common email format?

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Lesjak Planning LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Lesjak Planning LLC email formats with LeadIQ.

How many employees does Lesjak Planning LLC have currently?

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Lesjak Planning LLC has approximately 5 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Lesjak Planning LLC's key employees and leadership?

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As of February 2026, Lesjak Planning LLC's key employees include:

  • Certified Financial Planner: M. T.

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