Randy Chavez, CWS®

Randy Chavez is a Senior Financial Advisor at Journey Advisory Group with nearly four decades of experience guiding clients through pivotal financial decisions. With a career spanning commercial banking, international corporate finance, real estate lending, and over 14 years in wealth management, Randy brings a uniquely balanced perspective to every client relationship.

He specializes in business succession planning, retirement and estate strategies, and comprehensive insurance solutions, serving a wide range of clients including privately held business owners, corporate executives, physicians, attorneys, accountants, and multi generational ultra high net worth families. His approach is grounded in thoughtful analysis, long term planning, and a relationship driven commitment to helping clients achieve clarity and confidence.

Randy joined Journey Advisory Group for its collaborative culture and shared dedication to holistic, client first planning. He holds a Bachelor of Business Administration in Finance from The University of Toledo and the Certified Wealth Strategist® (CWS®) designation from the Cannon Financial Institute.

Originally from Lorain, Ohio, Randy now lives in Anderson Township in Cincinnati with his wife, his college sweetheart. He enjoys traveling, golfing, long walks, exploring new cultures, and relaxing at the beach. He and his wife have two sons in college and a beloved 12-year-old Labradoodle named Lexie. Randy has previously served on The Salvation Army’s Advisory Board and remains active in his local community.