Lee Catalano,CFP
Greater Chicago Area
View Lee Catalano,CFP's Email
View Lee Catalano,CFP's Email & Phone
Real-Time AI Research
0 search queries left
FlashIntel GPT
Hello! I'm FlashIntel GPT, your personal AI search assistant. Feel free to ask me anything about Lee Catalano,CFP, and I'll do my best to assist you.
You

Tell me more about Lee Catalano,CFP?

FlashIntel GPT

Lee Catalano, CFP is a highly experienced Vice President and Senior Financial Counselor with MEDIQUS Asset Advisors, Inc. He has a strong background in financial counseling and has worked with various organizations, including AMA Investment Advisers and the American Medical Association. Lee holds a bachelor's degree in Business Management from the University of Illinois Chicago. He is a public speaker and has received financial seminars for the American Medical Association and other medical associations. Lee is also a former President of the Association of Senior Service Providers and the President of the Senior Resource Alliance of Chicagoland. He is currently based in Chicago with his wife and four children.
For inquiries about Phone Number and Email, please click here Unlock Contact

Research Details
Skills & Insights
Colleagues

Emails and Phone Numbers

@mediqus.com
+1 312419****
View Emails and Phone Numbers
10 free lookups per month

About

Lee A. Catalano, CFP® is Vice President and Senior Financial Counselor with MEDIQUS Asset Advisors, Inc. Prior to joining MEDIQUS he was Senior Financial Counselor for AMA Investment Advisers, L.P., an affiliate of the American Medical Association. A CERTIFIED FINANCIAL PLANNER™, and Registered Securities Principal, Lee earned his bachelor’s degree in Business Management from University of Illinois Chicago. He is a frequent public speaker and has given financial seminars for the American Medical Association, Professional Golfers Association and other professional medical associations, hospitals and clinics.Lee is a past President of the Association of Senior Service Providers in DuPage County. He is also President of the Senior Resource Alliance of Chicagoland, and a member of the Senior Citizens Services Coordinating Council. Lee also holds various securities and insurance licenses. Lee resides in the western suburbs of Chicago with his wife and four children. He may be reached at (312) 419 - 3701 or via email [email protected] advisory services offered through MEDIQUS Asset Advisors, Inc.Securities offered through Ausdal Financial Partners, Inc., 5187 Utica Ridge Rd,Davenport, IA. 52807 (563)326‐2064. Member FINRA/SIPC. MEDIQUS Asset Advisors, Inc.and Ausdal Financial Partners, Inc. are independently owned and operated.

...See More

Work Experience

200 North LaSalle Street Suite 2300 Chicago, IL 60601, US

Financial Services

12
Phone
+1 3124193733

Lee Catalano,CFP's Professional Milestones

  • Vice President (1996-01-01~): Driving strategic initiatives to maximize operational efficiency and achieve global excellence.

Education

University of Illinois Chicago
University of Illinois Chicago

Business Management

1971-1975