Lapis Financial Strategies is an independent financial services company, located on Lake Norman, Cornelius, NC. Our mission is to help clients, individuals and business owners, achieve their financial goals and dreams while at the same time protecting their assets and maximizing their financial potential. All we ask of our clients is a desire to learn and an open mind. Through our education process we will challenge traditional financial strategies you may have learned or read about. We will not ask you to believe our strategies over these strategies. Instead we will measure and compare each strategy against one another and each client will ultimately decide the right strategy for them.
Sandi Vizner, CLU is the owner of Lapis Financial Strategies, Inc. “Always doing what is in the interest of the client and prompt follow up service has enabled me to grow my business solely through client referrals. I believe if you take care of your clients they will take care of you”. While my philosophy is important to my business I also believe in education evident in my credentials. I was awarded the Chartered Life Underwriter, CLU designation. Educating my clients is important to me, and to do so, that means I continually keep up with the latest industry changes and trends. I use this knowledge to develop new strategies that will better assist my clients’ changing needs. I have over 30 years of experience in banking and financial services and graduated with honors obtaining BS degrees in Mathematics and Business Administration.
Registered Representative & Financial Advisor of Park Avenue Securities, Financial Representative.
You can contact us today and start working on your financial future.
Check the background of our investment professionals on FINRA’s BrokerCheck.