Wealth Advisor
CurrentDevelop a sense of when and how to transition into retirement, as well as strategies that strive to help generate predictable and sustainable incomes for those workers throughout retirement.
Please complete the CAPTCHA to continue
@hiptpartners.com
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Peter Lesnik is listed as Wealth Advisor at HighPoint Planning Partners, a with 26 employees, based in Spring Hill, Tennessee, United States. AeroLeads shows a work email signal at hiptpartners.com and a matched LinkedIn profile for Peter Lesnik.
Peter Lesnik previously worked as Sevant at Brother In Christ and JPMorgan Chase at Chase Bank Batavia.
This section adds company-level context without repeating Peter Lesnik's masked contact details.
AeroLeads found 1 current-domain work email signal for Peter Lesnik. Compare company email patterns before reaching out.
Peter's objective is to understand what is important to his clients, where they are going and what they want for their future. The investments that have accumulated cannot be replaced and protection of your principal is the number one priority, we need to focus on todays wants and tomorrows needs.Outside of his practice, Peter is a advocate for financial literacy, as he leads groups through his church Christ Community, in St. Charles. One program, "MoneyLife ", is a Biblically-based stewardship study to assist in growing an increasing knowledge as well as a practical application of financial principles.Finally, and most importantly the reason Pete works for an independent firm is the cost of your investing needs. The priority is the client, not the big banks or financial institutions and their interest or quotas. Freedom to invest for the client, a partnership for your future.Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘Contact Info’ section above. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Planning Partners and HighPoint Advisor Group are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with HighPoint Planning Partners may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Listed skills include Investments, Wealth, Risk Management, Wealth Management, and 10 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Develop a sense of when and how to transition into retirement, as well as strategies that strive to help generate predictable and sustainable incomes for those workers throughout retirement.
Work with the Branch Team to identify client needs, analyze customer information, define investment goals, build plans and make recomendations
Client risk management ie. Long Term Care, Term Insurance, Whole Life
Other employees you can reach at highpointplanningpartners.com. View company contacts for 26 employees →
Joel Clousing, Cpa
Colleague at Highpoint Planning PartnersWheaton, Illinois, United States
View →
DK
Drew Keppy
Colleague at Highpoint Planning PartnersGlen Ellyn, Illinois, United States
View →
JM
Jeffrey Martin, Crpc®
Colleague at Highpoint Planning PartnersHuntsville-Decatur-Albertville Area, United States
View →
JW
John Wills, Cfp®
Colleague at Highpoint Planning PartnersGreater Chicago Area, United States
View →
DS
Doug Schaffnit, Ppc™
Colleague at Highpoint Planning PartnersMorton, Illinois, United States
View →
TM
Tina Meckaroski
Colleague at Highpoint Planning PartnersChicago, Illinois, United States
View →
JN
Jason Nowitzki, Crpc
Colleague at Highpoint Planning PartnersCarpentersville, Illinois, United States
View →
DO
Doug Oconnell
Colleague at Highpoint Planning PartnersGreater Chicago Area, United States
View →
SE
Stephanie Esposito
Colleague at Highpoint Planning PartnersLake Forest, Illinois, United States
View →
DA
Dory A Rodriguez Cfp®
Colleague at Highpoint Planning PartnersOak Park, Illinois, United States
View →
Quick answers generated from the profile data available on this page.
Peter Lesnik works for HighPoint Planning Partners.
Peter Lesnik is listed as Wealth Advisor at HighPoint Planning Partners.
AeroLeads has found 1 work email signal at @hiptpartners.com for Peter Lesnik at HighPoint Planning Partners.
Peter Lesnik is based in Spring Hill, Tennessee, United States while working with HighPoint Planning Partners.
Peter Lesnik has worked for Highpoint Planning Partners, Brother In Christ, Chase Bank Batavia, and Effner Financial.
Peter Lesnik's colleagues at HighPoint Planning Partners include Joel Clousing, Cpa, Drew Keppy, Jeffrey Martin, Crpc®, John Wills, Cfp®, and Doug Schaffnit, Ppc™.
You can use AeroLeads to view verified contact signals for Peter Lesnik at HighPoint Planning Partners, including work email, phone, and LinkedIn data when available.
Peter Lesnik is listed with skills including Investments, Wealth, Risk Management, Wealth Management, Asset Allocation, Retirement Planning, Long Term Care, and Analysis.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Peter Lesnik you were looking for.