Lapis Financial Strategies, Inc., an independent financial services company, located on Lake Norman, Cornelius, NC. We are licensed to do business in NC and SC. Our mission is to help clients, individuals and business owners, achieve their financial goals and dreams while at the same time protecting their assets and maximizing their financial potential. All we ask of our clients is a desire to learn and an open mind. Through our education process we will challenge traditional financial strategies you may have learned or read about. We will not ask you to believe our strategies over these strategies. Instead we will measure and compare each strategy against one another and each client will ultimately decide the right strategy for them.

Sandi Vizner, CLU, RFP is the owner of Lapis Financial Strategies, Inc. “Always doing what is in the best interest of the client and prompt follow up service has enabled me to grow my business solely through client referrals. I believe if you take care of your clients they will take care of you”. While my philosophy is important to my business I also believe in education evident in my credentials. I am a registered investment advisor representative, and I was awarded the Chartered Life Underwriter, CLU designation and Registered Financial Planner, RFP designation. I am always working on other professional designations as well as attending numerous classes and seminars to keep a breast of new products and strategies to introduce to my clients. I have over 20 years experience in banking and financial services and graduated with honors obtaining BS degrees in Mathematics and Business Administration.

You can contact us today and start working on your financial future.

Sandra C. Vizner, CLU is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS), 4201 Congress Street, Suite 350, Charlotte, NC 28209. Securities products/services and advisory services are offered through PAS, a registered broker-dealer and investment advisor, 704-552-8507. Financial Representative, The Guardian Life Insurance Company of America (Guardian), New York, NY. PAS is an indirect, wholly owned subsidiary of Guardian. Lapis Financial Strategies, Inc. is not an affiliate or subsidiary of PAS or Guardian.

PAS is a member NASD, SIPC.