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 FINRA Series 6, 7, 63 and 66 registrations through LPL Financial. 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.
Lu offers Securities and Advisory Services through LPL Financial.