Lisa Zarkin

For over 20 years, Lisa has been dedicated to her career in the financial industry. After obtaining her Securities and insurance licenses, Lisa and her mother, Diane, formed PlanSmart Financial Services, Inc. In order to further her financial education, Lisa obtained a BA in Business from DePaul University and her CFP® certification in 1998. Lisa’s top priority is helping clients set and work towards their goals while providing trustworthy, experienced advice with integrity and personal service. Lisa offers top tier guidance to clients of high-net-worth, successful professionals, business owners, retirees and more. In addition to financial planning, Lisa runs a full service tax planning and preparation firm through PlanSmart Financial Services, Inc. She also specializes in financial planning before, during and after divorce. Lisa was listed in Chicago Magazine in 2018 and 2019 as a winner of the Five Star Professional Award as a financial advisor.