Patti Hughes (CFP®, CPA)
Patti Hughes focuses in the
following client markets or areas of practice:
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Millennials
- Tax Planning
- Women's Financial Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Middle Income Client Needs
- Millennials
- Tax Planning
- Women's Financial Planning Issues
Planning Specialties
Patti Hughes, Principal of Lake Life Wealth Advisory Group, is a fee-only financial planner based in Chicago, specializing in advising young professionals, many with significant student loan debt, and those in their pre-retirement years. She also works with clients virtually across the country.
Patti has a certificate in Financial Planning from Northwestern University, a Master’s Degree in Accounting from DePaul University and a Bachelor of Business Administration degree from Western Illinois University. In addition, she is a Certified Public Accountant, a CERTIFIED FINANCIAL PLANNER™, and a Registered Investment Advisor in Illinois.
She is a member of the Alliance of Comprehensive Planners, the National Association of Personal Financial Advisors (NAPFA) and the Illinois CPA Society.
Patti created Lake Life Wealth Advisory Group LLC because she has a life-long passion for financial planning. She enjoys helping others better understand and organize their finances, then implementing a plan for them to achieve financial goals.
After more than 20 years’ experience including positions in corporate accounting and finance as well as government and public accounting, she enrolled in the Certificate in Financial Planning program at Northwestern University and became a Certified Financial Planner™. She followed her dream of starting her own financial planning firm to help people navigate through the many changes in life, including financing college for their children, planning for retirement and making decisions relating to aging parents. Her clients have sought her help because they wanted someone they can trust and who listened carefully, offered unbiased information, advice and guidance. Patti is available for appointments in Chicago and the northwest suburbs.
Additional Information
Patti lives in Deer Park, Illinois with her husband and golden retriever. She has three grown children, and enjoys spending time boating in Lake Geneva, Wisconsin where they have a vacation home. She is an avid college football fan, and most Saturdays in the fall can be found at the Notre Dame football games. In addition, she volunteers with PAWS Chicago, a no kill animal shelter, and at Launch U, providing financial planning services to urban scholars seeking solutions to fund their college education. She is also a member of the Policy Circle, a group committed to discussing policy issues affecting state and local government.
NAPFA Start Date
March 02, 2018
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