Associate: Sandi Vizner, CLU
Sandi spent 10 years in the banking industry before joining Consolidated Planning in 1995. In 2002, she expanded her services to include property and casualty insurance thereby creating her own independent financial services firm, Lapis Financial Strategies,Inc.
Sandi specializes in a holistic planning approach that includes educating her clients on financial strategies that help them to achieve their goals and dreams. Her clients learn not only the most efficient ways to accumulate money but how to distribute it wisely for things that mean the most to them and how to preserve it for generations to come.
Sandi and her husband Jake live on Lake Norman and enjoy boating, and spending time with family and friends. She is an active member of the Lake Norman Chapter of Toastmasters, and is President-Elect of the Rotary Club of North Mecklenburg County.
Registered Representative and Financial Advisor of Park Avenue Securities, LLC (PAS), 4201 Congress Street, Suite 295, Charlotte, NC 28209. Securities products/services and advisory services offered through PAS, a registered broker-dealer and investment advisor, (704) 552-8507. Lapis Financial Strategies, Inc. is not an affiliate or subsidiary of PAS or Guardian. PAS is a member of FINRA, SIPC.
Sandi is licensed to sell insurance in the following states: NC,SC,GA,FL