Hannah Chavez (CFP®)

Hannah Chavez focuses in the
following client markets or areas of practice:

  • Charitable Giving
  • High Net Worth Client Needs
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

At Financial Strategies, we work primarily with senior executives, retirees, and their families. We help our clients meet financial challenges so they are free to spend more time doing the things they love. Rather than recommending specific products, we take a comprehensive and truly unbiased approach to our clients’ sophisticated financial opportunities. We provide high net worth financial planning, wealth management financial services, wealth transfer and protection advice, and support our clients’ charitable giving goals.

Focus on your career, your dreams, or your legacy. We’ll focus on finding ways to ensure your comprehensive plan provides financial security for you and your loved ones.

Our advisors serve as our clients’ personal wealth planners and managers. Using a fee-only compensation structure allows us to focus solely on the needs of each client without being influenced by commissions or incentives. We were one of the first independent wealth management firms in Wisconsin to adopt the comprehensive fee-only model and are proud of the respectful and comfortable approach it brings to our work.

We believe that when we care about how our clients want to live, rather than the dollars and cents of investing, we are able to develop personal, caring relationships to support our clients as they achieve their financial goals.

Additional Information

Hannah is a Certified Financial PlannerTM professional and holds Bachelor's degrees in Communication and Spanish. She is currently working towards a Master of Science Degree in Personal Financial Planning.

NAPFA Start Date

May 03, 2022


This Office

13555 Bishops Court Brookfield, WI 53005 Phone: (262) 821-1664 Fax: (262) 821-0762