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Our Team
Pete Babilla
Wealth ManagerPete graduated from Indiana University in Bloomington Indiana with a Bachelors in Science in Finance. He’s been involved in the Financial Services arena since 1983. Pete’s first ten years in the industry he focused on institutional fixed-income portfolio’s primarily with community banks.
Since 1994 Pete has worked with Individuals, families and business owners providing guidance and education in all areas of Wealth Management. These areas include accumulation, Retirement Planning, in terms of Investment Planning, risk management, estate and wealth transfer. As a Certified Financial Planner™ (CFP®) Pete has gone through the certification process and annual continual educational programs, ensuring that he has the added expertise to compliment your personal situation.
Pete’s planning philosophy allows him to create a personalized program for each client, based on their own unique goals and circumstances. The extensive investment and planning platform offered by LPL Financial enables him to create a highly customized program, tailored to each individual client.
Pete also holds the Chartered Retirement Plans Specialist™ (CRPS®) designation conferred by College for Financial Planning, which enables him to offer advice on the design and implementation of Corporate Retirement Plans including 401(k), SEP and Defined Benefit Plans.
Pete and his wife Suzanne have two children, and reside in Wheaton, Illinois for the past 27 years. He enjoys golf, reading, and traveling with his family. Pete gives back as a Board Member at the Epilepsy Foundation of Greater Chicago, where his focus is on improving the lives of those living with epilepsy.
Peter offers securities and advisory services through LPL Financial, a registered investment advisor.
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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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