Jeffrey Hejza, CFP®
Partner & Shareholder
jeff@lincolnparkfinancial.com
Chicago Direct Dial: (773) 572-6462
Jeff is a CERTIFIED FINANCIAL PLANNER™ professional and partner of Lincoln Park Financial Group. He was honored to be featured in Chicago Magazine as a “2011 FIVE STAR Professional” Wealth Manager*. Jeff holds the FINRA Series 7 and Series 66 securities registrations as a Registered Representative of Commonwealth Financial Network, Illinois life and health insurance licenses, Illinois and National Mortgage Broker licenses and is also a licensed real estate agent. Jeff has served as a mortgage consultant for more than 10 years and is currently affiliated with Mortgage Services III, LLC as a mortgage banker. He will continue to bring his financing expertise to the LPFG team.
Jeff completed the CERTIFIED FINANCIAL PLANNER™ certification program through Northwestern University in 2007 and currently holds the CFP® certification. As an undergraduate, he attended DePaul University where he earned a B.S. in finance with a minor in accounting. Prior to his current positions, Jeff spent nearly 7 years as a law clerk and research associate with Martin Brown & Sullivan, Ltd., a law firm in the Chicago Loop that specializes in white-collar criminal defense.
Jeff's service to the community has included serving as an ambassador for the Lincoln Park Chamber of Commerce, joining his fellow members at the Union League Club to provide service and funding to the Boys and Girls Club of Chicago. He is an active member of the Homebuilders Association of Greater Chicago. In addition, Jeff is very active with the Chicago Fellowship, an organization dedicated to serving the disadvantaged and underprivileged.
After spending 6 years in the suburbs, Jeff and his wife Lindsey sold their home and are happy to be living in Lincoln Park. They enjoy being closer to their favorite restaurants in Chicago and are taking advantage of all the City has to offer. Jeff's other interests include exploring the city with Lindsey, martial arts, golfing, skiing and mountain biking. He has an affection for things made of fiberglass and enjoys boating, aerobatic flying and Corvette road-racing events.
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*Survey recipients were asked to select only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale-service, quality of recommendations and overall satisfaction. No fee is paid to be included in the research or on the final list. The overall evaluation score reflects an average of all respondents and may not be representative of any one client's evaluation. The award is not indicative of the wealth manager's future performance.
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