LeadIQ logo
Learn more at LeadIQ.com

Lesjak Planning LLC Employee Directory

Financial ServicesOhio, United States2-10 Employees

Lesjak Planning LLC is a small, family-owned independent financial planning and investment advisory firm based in Westlake, Ohio. Founded in 1980, the firm emphasizes enduring client relationships and prudent guidance over short-term trends. Its advisory team includes Certified Financial Planner professionals and registered investment advisors who provide planning for individuals, families, and corporations. The firm operates with attention to professional ethics, regulatory compliance, and ongoing education to ensure transparency and current knowledge of planning trends.

As an independent, unbiased practice, it works with clients to develop long-term planning strategies tailored to their needs. By maintaining independence and adhering to regulations, the advisors aim to offer objective recommendations and sustained collaboration within the financial services landscape.

Find Lesjak Planning LLC employees' phone numbers or email addresses

Lesjak Planning LLC Global Highlights

Location
Employees

North America
8

Minus sign iconPlus sign icon
  • United States Of America
    8

Lesjak Planning LLC's Leadership

  • Stylized image of a person
    K. L.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    N. G.
    Certified Financial Planner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. T.
    Certified Financial Planner
    Phone icon
    Mobile Phone

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
    K. L.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesMaryland
    Jun 03, 2026
  • Stylized image of a person
    N. G.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    United StatesTennessee
    Jun 08, 2026
  • Stylized image of a person
    M. T.
    Certified Financial Planner
    Phone icon
    Mobile Phone
    May 28, 2025

Frequently Asked Questions

What is Lesjak Planning LLC known for?

Minus sign iconPlus sign iconLesjak 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
+1-440-871-****
. Explore Lesjak Planning LLC's company overview page for more information.

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

Minus sign iconPlus sign iconLesjak 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?

Minus sign iconPlus sign iconLesjak Planning LLC has approximately 5 employees as of June 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • Certified Financial Planner: K. L.
  • Certified Financial Planner: N. G.
  • Certified Financial Planner: M. T.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.