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
- 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