Summit Planning Group

CONNECT

Address:

3071 Voyager Dr
Suite A
Green Bay, WI 54311

Phone:

(920)884-9000

Lee Revolinski, CFP®

Lee Revolinski, CFP®

Wealth Advisor/Partner

Summit Planning Group's Philosophy Video

 

Lee Revolinski was born in Green Bay, Wisconsin, and has lived there most of his life.  He graduated from the University of Wisconsin-Green Bay with a Bachelor of Science degree in Business Administration.

Lee worked in sales and service management for over 10 years; he then began his career in financial planning.  He has continued his education by taking courses offered by the American College in Bryn Mawr, Pennsylvania.  He received his CERTIFIED FINANCIAL PLANNER ™ (CFP®) designation in 2000. In 1999, Lee and his partners formed their own wealth management firm, Summit Planning Group, LLC.  Summit Planning Group was named to Barron’s top 1000 Financial Planning Firms in the United States and top 15 Financial Planning Firms in Wisconsin for 2010, 2012 and 2013.*  He is registered to sell stocks, bonds, mutual funds, institutional funds, exchange traded funds, and variable and fixed annuity products.  He is also licensed in the area of life insurance, disability insurance, and long term care products.

Lee’s specialty is retirement planning.  Working with individuals as well as corporations, he educates and helps set financial goals so that his clients are able to work toward accumulating wealth during their working years. He also advises about the distribution of wealth through retirement.  Lee finds that educating people this way is the most fulfilling part of his work.

Lee is married to Sherrill, and they have four children.  His hobbies include golfing, camping, water sports, and general handyman activities.

Lee is active in The Boy Scouts of America, where he is the Committee chairperson for his son’s troop and also volunteers with a local non-profit children’s theater organization.

*These awards are based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work.

 

Phone (920)884-9000
Fax (920)884-9019
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck