Chicago, IL W. North Ave Office

David Lewitas is a financial advisor with United Planners Financial Services of America, holding Series 65 and Series 63 licenses and 22 years of industry experience. He has worked at United Planners since 2020 and has also been affiliated with Cutrera Financial since 2018 and ProEquities Inc from 2017 to 2020. Lewitas operates several marketing entities including Lewitas Wealth Management LLC and Cutrera Financial. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, trusts, and institutional clients. The firm’s advisory services are delivered through independent Investment Adviser Representatives using a variety of custodians and third-party managers, with the majority of assets under management held in non-discretionary accounts.

Jay Cutrera is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. His career includes roles at ProEquities, Inc and IFC National Marketing Insurance, and he operates Cutrera Financial LLC, a personal financial advisory business. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.