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.
1100 Superior Avenue East
Suite 700 | Cleveland, Ohio 44114