PLANNING NEEDS FINANCIAL GROUP - Key Persons
Charles Lewandowski, the founder of Planning Needs Financial Group, began his financial services career in 1976 when he obtained his Life and Health insurance licenses.
Katie Kennedy joined the Planning Needs Financial Group team in 2020. She obtained her Series 7, Series 66, and Life and Health insurance licenses in 2018 and also received the Accredited Portfolio Management Advisor SM designation in 2020.
Job Titles:
- Benefits Coordinator With Corporate Benefit Services
Sandra Lopes is an experienced Benefits Coordinator with Corporate Benefit Services since 2013. She is also a licensed Life and Health insurance producer.