Lisa M. Chavez, CPA

Planning Associate, Private Client Group

Lisa joined the Clearstead Private Client Group in 2017.  As a Planning Associate, Lisa provides analytical support, consultation, and advice in all aspects of tax, financial, and investment planning services for high net worth clients.

Prior to joining Clearstead, Lisa spent 3 years in public accounting with a local Cleveland firm specializing in partnership taxation. Lisa attended the University of Nebraska—Lincoln, graduating with a Bachelors in Business Administration in 2012. She moved to Cleveland to pursue her Masters of Accountancy with Case Western Reserve University and graduated in 2015.  Lisa is a member of the Ohio Society of Certified Public Accountants and the American Institute of Certified Public Accountants.

Find Your Clarity

We bring our clients objective financial leadership through our fee-only advisory model, which enables us to remain objective. We do not offer proprietary products and take no commissions from product sales: our only source of revenue is fees we receive for financial advice. True to our founding principles, we do the hard work: the day-to-day investment management integrated with organizational priorities and family aspirations.

.

Clearstead is an institutional and private client advisory firm that is relentless in providing solutions so our clients can exceed their aspirations and build stronger legacies for their families, their communities, and themselves.

LEGAL STATEMENT

PRIVACY POLICY

CONTACT US

1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114
216-621-1090

FOLLOW US