Lionheart Financial, Ltd.

CONNECT

Address:

11146 Front St
Mokena, IL 60448

Phone:

708-478-0554

Fax/Other:

708- 478-0576

Andy Mau, CRPC®

Andy Mau, CRPC®

Investment Advisor Representative

Andy has been an advisor at Lionheart Financial Ltd. since 2011. He partners with individuals and small business by working through a personalized process to identify & deliver a plan for you. Andy provides a comprehensive approach to guide his clients through their retirement and other financial goals. He strives to educate his clients, so together they can align their visions and work towards building & preserving your wealth. This allows Andy to develop long lasting relationships with his clients while also addressing multiple stages of their financial future. 

 

Andy is passionate about helping all of his clients achieve their own financial wellness & freedom. By choosing to focus on more than a client's investment portfolio, Andy is able to explore their complete financial landscape. Partnered with Lionheart, Andy is able to use independent wealth preservation and accumulation strategies. Together, they offer your own personalized financial website and advanced goals based planning. This includes a complete cash flow analysis, retirement plan assessments and when appropriate, we address protection needs.

 

Andy graduated from Augustana College with a Bachelors of Arts in Economics & Business Administration with concentrations in Finance & International Business.  He currently holds the FINRA series 6, 7, 63 and 65 securities registrations. He also carries the CRPC® (Chartered Retirement Planning Counselor) designation from the College of Financial Planning in 2018.

 

Phone 708-478-0554
Fax 708-478-0576