Lionheart Financial, Ltd.

CONNECT

Address:

11146 Front St.
Mokena, IL 60448

600 Enterprise Drive #110
Oakbrook, IL 60523

2919 N. Southport
Chicago, IL 60657

Phone:

(708) 478-0554

Fax/Other:

(708) 478-0576

Lee J. Kaz, CRPC®

Lee J. Kaz, CRPC®

Partner

Lee J. Kaz brings with him a solid background and understanding of financial markets including 23 years of experience on the trading floor of the Chicago Board of Options Exchange.  As VP of the 401(k) / Retirement Division of Lionheart Financial Ltd, Lee provides plan sponsors and individual participant's personal assistance, education and unbiased options to suit their current and future financial goals.  Lee is equipped with a extensive array of investment and protection products to customize individualized portfolios.  Lee is Past President of the  Mokena Chamber of Commerce as well as Past President of the Mokena Lions Club and a volunteer, mentor and family team captain for Juvenile Diabetes Research Foundation.  Lee resides in Mokena with his wife and two children.

Credentials - Series 7, 63 and 65 Registrations, and carries the CRPC® (Chartered Retirement Planning Counselor) designation from the College of Financial Planning in 2017

 

 

Phone 708-478-0554
Fax 708-478-0576
Mobile Phone 708-927-0480