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Our Team
Gerry Soriano
Wealth AdvisorGerry Soriano started his career as a banker in 1999. Gerry worked at a couple large Brokerage and advisory firms before joining HighPoint Planning Partners as an LPL Independent Financial Advisor. Gerry guides his clients by helping them to pursue their goals of preserving and growing their wealth. Prior to joining HighPoint, Gerry was a Private Client Advisor VP with JPMorgan Securities for 9 years.
Gerry specializes in different areas of wealth management such as helping clients with; managing risk, retirement planning, estate planning, funding education as well as funding personal goals. Gerry’s philosophy begins with understanding and aligning himself with his client’s goals, and being able to implement a plan based on long term objectives.
As a fiduciary (when providing advisory services), Gerry’s primary goal is to always put his client’s interest first. Gerry holds himself to the highest levels of integrity and accountability to ensure that he is doing his absolute best for each and every one of his clients. He feels privileged to work with the families who come to him for wealth planning and are passionate about making their lifelong dreams a reality. Gerry currently resides in Hoffman Estates with his wife and 3 children.
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Highpoint Planning Partners
Corporate Office2651 Warrenville Road; Suite 200
Downers Grove, IL 60515
Phone: (630) 719-9222
Fax (630) 495-936 (efax) | Get DirectionsHighpoint Advisor Group
ResoursesSecurities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through HighPoint Advisor Group, a registered investment advisor. HighPoint Advisor Group and HighPoint Planning Partners are separate entities from LPL Financial.
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The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2019). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.
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