Charles Day Lutz, IV (Chip)
President | CEO, Lutz Legacy Wealth Management
Executive Financial Advisor, Osaic Institutions
Chip, a native Texan born and raised in San Antonio, has served clients in the financial services industry for over 30 years. He prides himself on making complex financial concepts easy to understand. He specializes in developing, monitoring and reviewing financial plans for clients based on their objectives, time horizons and risk tolerances. He holds Series 7 and Series 66 securities registrations, along with a Texas life insurance license. Outside of work, Chip enjoys spending time with family, golfing, and fishing.