Lester Z. Koryczan, CPA/PFS, MS, CFP® is a Registered Principal with Osaic Wealth, Inc., which is a Registered Broker/Dealer, Member FINRA, SIPC, and an SEC registered investment advisor. Since 1984 he has been dedicated to helping clients build, manage and preserve wealth. He strives to help them achieve their goals through comprehensive financial planning based on quality investments and insurance products. His focus is on retirement, estate, and tax planning and on investment management. His clientele consists of high net worth individuals and retirees, including several lottery winners.
“I offer fee-based, full-service financial and investment planning, including third-party investment management, for those individuals wanting to achieve specific financial goals. My mission is to create and implement financial strategies that are designed to build and maintain wealth for clients who expect clear ideas and higher service. I endeavor to build long-term relationships built on trust.”
We believe, outstanding service and a commitment to excellence have built a solid client base for Les, largely through referrals. We feel, he goes the extra mile to ensure that his clients receive the professional recommendations and personal service needed to help them achieve their life’s financial objectives.
Les holds a bachelor’s degree in accountancy from DePaul University and is a graduate of the Prochnow Graduate School of Banking at the University of Wisconsin. A firm believer in the value of ongoing career-related education, he has earned the professional designations of Certified Public Account (CPA), Personal Financial Specialist (PFS), and Certified Financial Planner (CFP). He is one of the few financial planners nationwide who have met the stringent requirements necessary to obtain all three of the Financial Planning designations: CPA/PFS, CFP®. He also holds a master’s degree (MS) from the College for Financial Planning located in Denver, CO. He stays current in his field through attendance at workshops, seminars, and education conferences. He has conducted seminars of his own for the Illinois CPA Society, as well as numerous general public seminars with a guest financial specialist from WGN radio in Chicago. He has also been published in the Chicago Sun Times, and other local publications.
Active in his community, Les has been a Board Member with United Cerebral Palsy and Infinitec Southwest for several years. He enjoys sailing and golfing. He resides in Orland Park, Illinois, with his wife, Wanda where they have raised four children and currently enjoy 6 grandchildren. He has offices in Orland Park, Mokena and Schaumburg, Ill.