Distance Metro area (25 miles)
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
Lisa Andrews (CRD# 3038887) is an hourly financial planner and owner of Perk Planning in Madison, WI and has over 15 years of experience in the finance industry. Lisa Andrews has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
EnRich Financial Partners - Your Family CFO
The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous.
Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security.
Hello, my friends call me Derek or DJ. Thank you for taking the time to visit my website and learn more about our team and what we do. I am the Founder and CEO of Intrepid Wealth Partners. I also have co-founded two other companies, so I suppose you could say I have an understanding of what it means to build a business.
As an American and Irish dual national, who loves to travel, I look at business and life through a global lens, with a broader perspective and vision. My travels throughout the world have taught me that most people are genuinely good and want what is best for themselves,...
Michelle Slawny (CRD# 2443218) is an Investment Advisor Representative working at Advice And Planning Services in Middleton, WI and has over 24 years of experience in the finance industry.