Luis “Lu” Chavez is a Wealth Advisor and leads the Highpoint Planning Partners office in Oswego, IL. For over a decade, Lu has been a trusted advisor to families, executives, and pre-retirees looking for objective financial guidance with a personable approach. He focuses on analyzing his clients financial circumstances in order to develop and implement client centered best interest recommendations.
Prior to joining Highpoint Planning Partners, he was a Vice President – Investment Executive with Fifth Third and a Licensed Banker with JP Morgan Chase.
Lu currently holds Financial Industry Regulatory Authority (FINRA) Series 6 & 7 and North American Securities Administrators Association (NASAA) Series 63 & 66 licenses. He is also a Licensed Health and Life Insurance Producer.
Lu has lived in the Fox Valley area his entire life and currently resides in Oswego with his wife and four children.