Lisa Andrews (CFP®, CPCU, MBA, RICP®)

Lisa Andrews focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Generation X
  • High Net Worth Client Needs
  • Hourly
  • Insurance Related Issues
  • Investment Advice without Ongoing Management

Additional Information

Lisa Andrews, CFP® is the founder of Perk Planning, LLC, located in Madison, Wisconsin. She is known for her high-energy, candor and her passion for evidence over hype in all areas related to finance.

Lisa graduated from Bemidji State University with a Bachelor’s Degree in Business Administration, and received her MBA from the University of Wisconsin-Madison. She passed the CERTIFIED FINANCIAL PLANNER™ examination in July 2007 and was approved for certification in February 2008.

In addition to working with one-on-one with clients, Lisa enjoys teaches several courses in the Personal Finance program at UW Madison in the School of Human Ecology. She and her husband Eric live in Madison.

NAPFA Start Date

August 19, 2010


This Office

10 E. Doty Street Suite 800 Madison, WI 53703-4680 Phone: (608) 628-8730 Fax: (608) 338-0039