Lee Investment Management is an independent, fee-only, financial planning and wealth management firm. We provide our clients with fiduciary advice so they can pursue their best lives with peace of mind.
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James Lee, CFP®
James is a Certified Financial Planning (CFP®) practitioner and has over 25 years of experience in the financial services industry. He received his BA degree in Economics from the University of Virginia. He has served on numerous non-profit boards, including The Prevention Council and Saratoga Arts. James currently serves on the National Board of Directors of the Financial Planning Association, the largest membership organization for professional financial planners in the United States.