Lee Kern, Aif®, Crc®
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Lee Kern, Aif®, Crc® Email & Phone Number

Accredited Investment Fiduciary® and Certified Retirement Counselor® at The Legend Group
Location: Rochester, New York, United States 4 work roles 2 schools
1 work email found @legendequities.com 1 phone found area 585 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email l****@legendequities.com
Direct phone (585) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
The Legend Group
Role
Accredited Investment Fiduciary® and Certified Retirement Counselor®
Location
Rochester, New York, United States
Company size
186 employees

Who is Lee Kern, Aif®, Crc®? Overview

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Quick answer

Lee Kern, Aif®, Crc® is listed as Accredited Investment Fiduciary® and Certified Retirement Counselor® at The Legend Group, a company with 186 employees, based in Rochester, New York, United States. AeroLeads shows a work email signal at legendequities.com, phone signal with area code 585, and a matched LinkedIn profile for Lee Kern, Aif®, Crc®.

Lee Kern, Aif®, Crc® previously worked as Accredited Investment Fiduciary® & Certified Retirement Counselor® at The Legend Group and Owner at Ny Medicare Specialists. Lee Kern, Aif®, Crc® holds Bs, Personnel Financial Planning from Saint John Fisher College.

Company email context

Email format at The Legend Group

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*@legendequities.com
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AeroLeads found 1 current-domain work email signal for Lee Kern, Aif®, Crc®. Compare company email patterns before reaching out.

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Profile bio

About Lee Kern, Aif®, Crc®

Often times life goals and money goals go hand-in-hand. I became an advisor because I want to help people pursue their life goals, so they can enjoy their life now, into retirement, and beyond.

Current workplace

Lee Kern, Aif®, Crc®'s current company

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The Legend Group
The Legend Group
Accredited Investment Fiduciary® and Certified Retirement Counselor®
Rochester, NY, US
Website
legendgroup.com
Employees
186
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Company profile
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4 roles · 18 years

Lee Kern, Aif®, Crc® work experience

A career timeline built from the work history available for this profile.

Accredited Investment Fiduciary® And Certified Retirement Counselor®

The Legend Group

Rochester, NY, US

Accredited Investment Fiduciary® & Certified Retirement Counselor®

Current
The Legend Group

1425 Jefferson Rd Rochester NY 14623

It's all about the client. My goal as a Certified Retirement Counselor (R) is to make the hard decision easy. I start by listening to each of my clients unique situation, once I have collected all the necessary info I go to work for them. Me and my team at the Rochester Legend office build a custom tailored plan of action to help get the client to where.

Jan 2009 - Present

Owner

Current
Ny Medicare Specialists

1425 Jefferson Road Rochester, NY 14623

Independent licensed insurance agents that can help clear the confusion about Medicare. My team of Medicare enroller are fully equipped to not only answer all of your questions but can also help steer you in the right direction so you can rest assured that you're making the right choices about your Medicare plan.Medicare Services are not offered through.

Aug 2013 - Present
Team & coworkers

Colleagues at The Legend Group

Other employees you can reach at legendgroup.com. View company contacts for 186 employees →

MR Matt Reardon Matt Reardon Colleague at The Legend GroupGreater Sydney Area, Australia View → RT Rebecca Tutt Rebecca Tutt Colleague at The Legend GroupWest Palm Beach, Florida, United States, United States View → CM Clay Mcanany, Clu® Clay Mcanany, Clu® Colleague at The Legend GroupWellington, Florida, United States, United States View → MH Molly Hanavan Molly Hanavan Colleague at The Legend GroupBuffalo, New York, United States, United States View → KA Karen Allen Karen Allen Colleague at The Legend GroupBuffalo, New York, United States, United States View → RA Rashid Ahmed Rashid Ahmed Colleague at The Legend GroupUnited Arab Emirates, United Arab Emirates View → TJ Terry James Terry James Colleague at The Legend GroupPalm Beach Gardens, Florida, United States, United States View → AS Ahamd Saiful Ahamd Saiful Colleague at The Legend GroupMalaysia, Malaysia View → SC Scott Carlin Scott Carlin Colleague at The Legend GroupRancho Cucamonga, California, United States, United States View → AP Alissa Ponzurick Alissa Ponzurick Colleague at The Legend GroupPalm Beach Gardens, Florida, United States, United States View →
2 education records

Lee Kern, Aif®, Crc® education

Bs, Personnel Financial Planning

Saint John Fisher College

My studies in personnel financial planning at St. John Fisher gives me the knowledge to navigate through the complex financial markets and.

Education record

Aquinas Institute
FAQ

Frequently asked questions about Lee Kern, Aif®, Crc®

Quick answers generated from the profile data available on this page.

What company does Lee Kern, Aif®, Crc® work for?

Lee Kern, Aif®, Crc® works for The Legend Group.

What is Lee Kern, Aif®, Crc®'s role at The Legend Group?

Lee Kern, Aif®, Crc® is listed as Accredited Investment Fiduciary® and Certified Retirement Counselor® at The Legend Group.

What is Lee Kern, Aif®, Crc®'s email address?

AeroLeads has found 1 work email signal at @legendequities.com for Lee Kern, Aif®, Crc® at The Legend Group.

What is Lee Kern, Aif®, Crc®'s phone number?

AeroLeads has found 1 phone signal(s) with area code 585 for Lee Kern, Aif®, Crc® at The Legend Group.

Where is Lee Kern, Aif®, Crc® based?

Lee Kern, Aif®, Crc® is based in Rochester, New York, United States while working with The Legend Group.

What companies has Lee Kern, Aif®, Crc® worked for?

Lee Kern, Aif®, Crc® has worked for The Legend Group, Ny Medicare Specialists, and Bistro 135 Jazz Lounge & Restaurant.

Who are Lee Kern, Aif®, Crc®'s colleagues at The Legend Group?

Lee Kern, Aif®, Crc®'s colleagues at The Legend Group include Matt Reardon, Rebecca Tutt, Clay Mcanany, Clu®, Molly Hanavan, and Karen Allen.

How can I contact Lee Kern, Aif®, Crc®?

You can use AeroLeads to view verified contact signals for Lee Kern, Aif®, Crc® at The Legend Group, including work email, phone, and LinkedIn data when available.

What schools did Lee Kern, Aif®, Crc® attend?

Lee Kern, Aif®, Crc® holds Bs, Personnel Financial Planning from Saint John Fisher College.

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