Charles Lesser comes to Performance Wealth after serving as a Senior Planner with Balasa Dinverno Foltz LLC and a Financial Planning Associate with EFG Advisors, both in the Chicago area.

His role at Performance Wealth Partners includes Financial Planning and Foundation Planning. Charles earned his Bachelor’s degree in Entrepreneurship & Small Business Management and his MBA in Finance from Illinois State University. Through the combination of his experience and education, Charles is uniquely equipped to serve our entrepreneurial clients. His experience working with high-net-worth individuals enables him to build comprehensive plans for our clients and their families. Charles is involved with The American Cancer Society and is especially dedicated to the cause to honor his late grandfather.