Our Guiding Principles

We go to work each morning excited to improve people's lives. We manage our client's finances so that they can focus on what brings them the most joy, whetherit's their career, their family, or their hobbies.

Jesse Lunin-Pack

Founder & Managing Partner

Elisabeth "Liz" Neuberg, JD

Director of Operations

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Financial Planning and Investment Advice are offered through Lunin-Pack Planning and Advice, LLC, an SEC Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training.  The publication of Lunin-Pack Planning and Advice, LLC’s web site on the internet should not be construed by any consumer or prospective client as Lunin-Pack Planning and Advice, LLC’s solicitation or attempt to effect transactions in securities, or the rendering of personalized investment advice. 
A copy of Lunin-Pack Planning and Advice, LLC’s current written disclosure statement as set forth on Form ADV, discussing Lunin-Pack Planning and Advice, LLC’s business operations, services, and fees is available from Lunin-Pack Planning and Advice, LLC upon written request. Lunin-Pack Planning and Advice, LLC does not make any representations as to the accuracy, timeliness, suitability or completeness of any information prepared by any unaffiliated third party, whether linked to or incorporated herein.  All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly.
We are neither your attorneys nor your accountants and no portion of this material should be interpreted by you as legal, accounting or tax advice.  We recommend that you seek the advice of a qualified attorney and accountant.