Contact Details

E-mails & Phone

Steve Lerner, CFP®

Steve Lerner, CFP®

Planner Associate at The Next Level Planning Group

Greater Chicago Area


  • Service Advisor (The Next Level Planning Group)
  • Planner Associate (The Next Level Planning Group)
  • Interim Brand Logistics Manager (Gap Inc.)
  • Utilization Manager (PrimeSource Healthcare Systems)
  • Sales Operations Coordinator (PrimeSource Healthcare Systems)
  • Brand Logistics Manager (Gap Inc.)
  • Financial Planning Analyst (The Next Level Planning Group)


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