Lewis M. Wallensky Associates

Andrea Spatz is a financial advisor with Lewis M. Wallensky Associates in Los Angeles, CA, holding CFP®, Series 63, and Series 66 designations and with 32 years of industry experience. She has worked at LPL Financial LLC since 2017 and previously spent 17 years at National Planning Corp. Lewis M. Wallensky Associates provides financial planning, consulting, and third-party money manager selection and monitoring for individual clients. The firm emphasizes developing written financial plans or Personal Investment Policy Statements and uses third-party research and due diligence to recommend independent registered investment advisers.

Lewis Wallensky is a CFP®-certified financial advisor with 57 years of industry experience, currently affiliated with LPL Financial since 2017. Prior to that, he worked at National Planning Corp for 17 years and has operated his own advisory businesses since 1970. He serves as a board member for the nonprofit organization Jewish Big Brothers. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a broad range of investment solutions supported by an in-house research team.

Grant Wallensky is a financial advisor with Lewis M. Wallensky Associates, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial LLC since 2017 and previously at National Planning Corporation from 2011 to 2017. Outside of his advisory role, he is involved with the California 51st Assembly District Central Committee. Lewis M. Wallensky Associates provides financial planning, consulting, and third-party money manager selection for individual clients. The firm emphasizes written financial plans and due diligence on independent advisers rather than managing portfolios internally.