Our Firm

Lisa P. Zarkin, CFP®  President of PlanSmart Financial Services,Inc. in Naperville, Illinois, provides complete financial planning services to a clientele of high-net-worth individuals, successful professionals, business owners and retirees. Setting and reaching goals has always been a priority for Lisa, and her dedication has resulted in many career accomplishments, including being consistently recognized as a "top" producer for her broker/dealer. Lisa's mother, Diane Ballotti, who had been a Financial Planner over 25 year, exposed her to the financial planning business from a young age. Lisa has been in the Financial Planning business since 1991 and she and Diane formed PlanSmart in 1992.