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Lee J. Kaz, CRPC®

Partner

Lee J. Kaz

Schedule a Meeting With Lee

P: (708) 478-0554

F: (708) 478-0576

M: (708) 927-0480

E: kaz@lionheartfinancialltd.com


Lee J. Kaz began his career on the Chicago Board of Options Exchange (CBOE) working his way up from crowd clerk to phone clerk to manager to stock and options broker. He has a solid background and understanding of financial markets over his 23 years of experience on the trading floor.  Lee is an empathic and caring professional who explains complicated financial concepts and jargon in an easy-to-understand language in order to help clients achieve their goals while planning for tomorrow and to retire with confidence.

Lee is available to personally assist, educate and provide unbiased options to suit your current and future financial goals. Lee addresses every stage of planning from a new birth to the passing of a loved one.

Lee is Past President of both the Mokena Chamber of Commerce as well as the Mokena Lions Club. He is currently the Chairman of the Mokena Economic Development Commission and is an appointed civilian on the Mokena Police Pension Board. Lee enjoys water, sand, and nature walks in the woods while playing golf as well as an occasional beer while bowling with the Builders Tee Club. He is somewhat musically inclined playing both the drums and guitar…not at the same time. Lee resides in Mokena with his wife Karen.


Credentials

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