Felicia Gates

Financial Advisor

Felicia is a Financial Advisor in the Chicago area. Prior to making a career change in 2020, Felicia was an Accounting and Finance Operations Professional for over 26 years holding positions in various industries including Financial Services, Banking, Non-Profit, Property Management, Print Media, and Private Lending.  Additionally, Felicia provided Accounting Consulting services to small business owners and Business Coaching to aspiring entrepreneurs.


Felicia is a graduate of DePaul University in Chicago IL and holds a Bachelor of Science Degree in Finance, with a concentration in Investments. Felicia also attended Chicago State University, where she earned 18 additional hours in accounting, and Northwestern University completing the CTP (Certified Treasury Professional) course work and the CFP (Certified Financial Planner) Certificate Program course work.   She holds an Illinois Insurance Producer's License in Health and Life, and Series 7 and 66 registrations.


Felicia is passionately dedicated to empowering individuals to take control of their lives by taking control of their finances, partnering with them to develop a sustainable financial plan to build financial security for retirement and beyond.


Felicia serves her community as a general board member of, YEDA (Youth Education & Development Academy, volunteering for voter registration drives.

Felicia is not an associate of Lion Street Financial, LLC.

Phone 312-951-2606 Ext 215
Fax (312)281-9929