Our Team
Steve Lerner, CFP®
Financial Planner
As a financial planner, Steve helps his clients make and execute great financial decisions. He provides personalized advice through the development and implementation of strategic financial plans that align with his clients’ goals and objectives.
On a Personal Note
A native of Palos Hills, he now resides in Arlington Heights with his wife Heather and daughter Avery. Steve is an avid Chicago Bulls fan. In his spare time he enjoys staying active, traveling, and enjoying the company of family and friends.
Favorites
TV Show: Wilfred
Musical Artist: Aesop Rock
Food: Italian
Movie: The Goonies
Childhood Memory: Hanging out with all of the kids who lived on my block
Sport: Basketball
Sports Team: Chicago Bulls
Athlete: Michael Jordan
Board Game: Sorry!
Holiday: Thanksgiving
Dessert: Cheesecake
Place to Visit: Colorado or the Pacific Northwest (Oregon, etc.)
Vegetable: Carrots
Color: Green
Spontaneously Fermented Beer: 3 Fonteinen’s Oude Kriek