Broker Check

Team

At Platania Financial, Inc, we work hard to help you manage your retirement, investment, 401(k), IRA and insurance plans. Servicing the greater area of Chicago including Arlington Heights, Mount Prospect, Schaumburg, Palatine, Des Plaines, Park Ridge and Rolling Meadows. Contact us to see what we can do for you. 

 
Jim is a dedicated Certified Financial Planner, and a registered principal with Cetera Advisor Networks LLC, one of the country’s largest independent Broker/Dealers and Registered Investment Advisory firms. Jim has over three...

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Jim Jr. is a registered Financial Advisor with Cetera Advisor Networks LLC, holding his Series 7, Series 63, and Series 65 securities registrations. Jim helps clients of the firm plan to reach their financial goals and objectives...

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Bridget has been devoted to assisting clients of the firm since 1993. She is the organizational backbone of the firm, and is responsible for operations, client services and compliance support. She also oversees trading and asset...

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Lisa J. Lawler

Client Relationship Specialist

847-870-7526

847-870-7554

Delivering outstanding client service has always been an essential part of a day's work for Lisa. As the Client Relationship Specialist at Platania Financial, Lisa plays a key role in maximizing the client experience. She is the...

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