Andrew Lisi, Cfp®, Cpwa® Email and Phone Number
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Andrew Lisi, Cfp®, Cpwa® personal email
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Andrew Lisi, Cfp®, Cpwa® phone numbers
Money is needed to live in this world. Most of us work for that money. We work for decades, make money, and make thousands of life decisions with that money. But because most of us lack clearly articulated values and vision for our lives, those decisions get cobbled together and we end up trying to make sense of it all only in hindsight. The result: a mixture of good ones, bad ones, and sometimes catastrophic. Put another way, the recipe of life may be one part joy and three parts regret. If you are going to work so hard and long for money, and if you make so many decisions with that money, don’t you deserve to make more decisions that can increase joy and reduce regret?That’s where I can help. I help people make educated financial decisions around their needs, wants, dreams, and impact. I do this by facilitating conversations that unearth what these truly are. Together we create a clearly articulated set of values and craft a compelling vision of the future. Built on that foundation, we develop a financial plan with our firm’s expertise, experience, and all the tools at our disposal (cashflow, investment, insurance, tax, estate, charitable giving planning and more) to help you make educated decisions, reduce regret, and increase joy.On a personal note, I am husband to my “ideal,” Stacy. Together, we have four wonderful children in the order of the Pevensies (for all you Chronicles of Narnia fans!). When I’m not busy with work or playing with the kiddos, I am usually reading something good, writing something reflective, learning how to play guitar poorly, hanging with my ideal, or playing basketball (that last one happens once a year now).
The Next Level Planning Group
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Equity PartnerThe Next Level Planning Group Jan 2023 - Present -
Financial PlannerThe Next Level Planning Group Apr 2019 - PresentSecurities and investment advisory services offered through Osaic FA, Inc., member FINRA/SIPC. Osaic FA is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic FA. -
Income PartnerThe Next Level Planning Group Jan 2022 - Dec 2022 -
Service AdvisorThe Next Level Planning Group Jul 2017 - Mar 2019 -
Financial RepresentativeNorthwestern Mutual Jan 2017 - May 2017Milwaukee, Wi, Us -
Account ExecutiveHighland Solutions Jun 2014 - Dec 2016Chicago, Illinois, UsAs part of this excellent professional services firm, I came alongside businesses as a trusted advisor to help them ensure they met their goals and objectives through leveraging a customized digital solution. In addition to my primary role, I also created new programs and efficient tools for the sales department. I accomplished this in several ways:-Grew and maintained channel partner relationships with inside sales and regional sales directors nationwide-Managed and expanded business with key existing clients to drive $300,000 of revenue-Drove the full sales cycle for all new CRM (SugarCRM) prospect accounts-Configured 25 CRM demos for C-suite and end-users applicable to critical business needs-Developed Highland’s first Discovery Question Template by listening critically to prospects’ business case in order to determine the right technology and implementation-Revamped Highland’ implementation proposals and statements of work for services ranging between $25,000-$500,000-Drafted and executed Highland’s first onboarding program for all new sales reps -
Strategy DirectorMars Hill Church Apr 2013 - Mar 2014Served in two separate locations within in 12 month period in order to create new programs, drive efficiencies, and provide leadership to staff and volunteer teams. Mars Hill Downtown Seattle: - Directed reorganization of Counseling Department. - Restructured the department to 5 division heads overseeing 100 volunteers. - Planned and executed a 2-day event of 60 volunteer counseling leaders across 6 different churches.Mars Hill West Seattle: - Directed 42 Community Team Leaders comprised of 480 adults across 32 sq. mi. - Implemented “one role, one purpose” strategy for each group leader improving health and focus.- Created leadership pipeline to identify and train new talent which grew to 15 individuals in 2 months.- Spoke to 5-350 adults at least once a month and wrote blogs once a quarter viewed by 100-1000 people.
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Executive DirectorMars Hill Church Dec 2011 - Mar 2013Served as Executive Director at one of Mars Hill Church's 14 locations. Provided staff oversight and development, strategic change development and implementation, volunteer recruitment, organization, and training, budget management. Some highlights include:- Managed all daily operations, including our annual budget of $720,000 and 27,000 sq. ft. facility- Reduced expenses by 42% in 12 months- Planned and executed $47K building improvement project- Led 6 direct reports- Directed weekly services of 550 adults (avg.), 60 children, & 100 volunteers
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Client Relationship ManagerDocent Research Group Jan 2010 - Nov 2012Austin, Texas, UsBegan as a researcher for Docent, which provides high quality customized research to churches across America. Promoted to a client relationship manager within six months of being hired.- Researched and developed high quality material for 11 clients throughout the United States- Managed 3 clients with weekly reach ranging from 2,000 to 25,000 people- Increased quality of research from C- to A according to client's feedback -
Social Media CoordinatorTrinity International University 2008 - 2009Deerfield, Illinois, UsWorked in the mailroom and increased efficiency by roughly 50%. As a result, was able to use 50% of time to recruit prospective students. Began seeing the need for a stronger social media presence in recruiting and a role was created for me. Was given creative freedom to design, launch, and implement a new social media strategy for the graduate school.- Increased mailroom efficiency by 50% - Increased social media presence by 200% in relaunch of Facebook page and Twitter handle- Consultant to university executives for campus-wide social media strategy -
New Movements DeveloperCru 2004 - 2008Orlando, Fl, UsLaunched several affinity-based groups, including Destino (Latino students) and Impact (African-American students). Additionally, launched a website, EveryGator.com, and engaged weekly with international students by teaching English through reading the Bible. Some highlights include:- Spoke to groups as large as 500 adults at least once a quarter- Raised $30,000 annually for salary - Managed 75 person donor base - Developed 5-10 new donors a year - 85% monthly donations, 15% large annual gifts - Received $500 award to run marketing campaign for launch of EveryGator.com - Recruited and led 150 volunteers for campaign - Human domino promotion for site viewed nearly 13,000 times
Andrew Lisi, Cfp®, Cpwa® Skills
Andrew Lisi, Cfp®, Cpwa® Education Details
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Yale School Of ManagementFinancial Planning And Services -
Trinity International UniversityOf Divinity -
University Of Florida& Community Sciences
Frequently Asked Questions about Andrew Lisi, Cfp®, Cpwa®
What company does Andrew Lisi, Cfp®, Cpwa® work for?
Andrew Lisi, Cfp®, Cpwa® works for The Next Level Planning Group
What is Andrew Lisi, Cfp®, Cpwa®'s role at the current company?
Andrew Lisi, Cfp®, Cpwa®'s current role is I help busy, overwhelmed execs & business owners find financial freedom today and avoid tomorrow's regrets | 4-Step Financial Planning Process | Better decisions —> Better life.
What is Andrew Lisi, Cfp®, Cpwa®'s email address?
Andrew Lisi, Cfp®, Cpwa®'s email address is an****@****ail.com
What is Andrew Lisi, Cfp®, Cpwa®'s direct phone number?
Andrew Lisi, Cfp®, Cpwa®'s direct phone number is +140762*****
What schools did Andrew Lisi, Cfp®, Cpwa® attend?
Andrew Lisi, Cfp®, Cpwa® attended Yale School Of Management, Trinity International University, University Of Florida.
What skills is Andrew Lisi, Cfp®, Cpwa® known for?
Andrew Lisi, Cfp®, Cpwa® has skills like Leadership, Public Speaking, Leadership Development, Nonprofits, Sales, Fundraising, Crm, Management, Strategic Planning, Consulting, Training, Lead Qualification.
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