W Wellspent — Discovery Layer
Wellspent Discovery/Advisors/Lisa Andrews
Advisor

Lisa Andrews

Perk Planning · Madison, Wisconsin

Fee-only verified CFPCPCUMBARICP
Structured for AI ingestion

Is this you, Lisa?

This record is what ChatGPT, Claude, and Perplexity read when a prospect asks for a fee-only advisor like you. Claim it to edit anything on this page, add narrative fields, and lock in your canonical presence so you show up where the right clients are actually searching.

Facts on file

NameLisa Andrews
FirmPerk Planning
Location Madison, Wisconsin
CredentialsCFP · CPCU · MBA · RICP
Websitehttp://perkplanning.com
LinkedInhttps://www.linkedin.com/company/perk-planning

Something missing or incorrect? Claim this profile to edit it directly, or request a correction.