Lee Catalano,CFP
University of Illinois Chicago
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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.
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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.
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Vice President
Financial Services
Lee Catalano,CFP's Professional Milestones
- Vice President (1996-01-01~): Driving strategic initiatives to maximize operational efficiency and achieve global excellence.
Education
Business Management
1971-1975Certification
Colleagues
David Zemon
Wealth Manager
Victoria Ofenloch, CFP
Manager of Financial Planning
April Steffan
Client Service Specialist
Nicole Imparl
Senior Operations Specialist
Julie Khazan
Vice President Of Financial And Investment Strategy
Other Named Lee Catalano,CFP
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Lee Catalano,CFP works for MEDIQUS Asset Advisors, Inc.
Lee Catalano,CFP's role in MEDIQUS Asset Advisors, Inc. is Vice President
Lee Catalano,CFP works in the industry of Financial Services
Lee Catalano,CFP's colleagues are David Zemon,Victoria Ofenloch, CFP,April Steffan
Lee Catalano,CFP's latest job experience is Vice President at MEDIQUS Asset Advisors, Inc.
Lee Catalano,CFP's latest education in University of Illinois Chicago