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.