Each member of the Plentai-Lewis Wealth Management Group contributes a distinct educational and professional background. Collectively, we represent more than 100 years of financial experience and a wide range of strengths and expertise.
Our diverse team possesses a variety of professional designations. They include: Certified Investment Management Analyst (CIMA), Certified Financial Planner (CFP), Professional Financial Planner (PFP).
We are able to be responsive to our clients and provide impartial advice. We pride ourselves in our access to international markets.
Senior Investment Advisor
Banking Solutions and Products