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Cfp® James Lee
Financial Planner - Lee Investment Management LLC
James Lee, a certified financial planner (CFP®), is dedicated to offering peace of mind and saving time for individuals, families, and business owners by delivering extensive financial planning and investment guidance.
His educational background includes studying Accredited Investment Fiduciary® at Fi360, earning a Bachelor of Arts degree in Economics and Philosophy from the University of Virginia, and completing the Chartered Retirement Planning Counselor™ program at the College for Financial Planning.
James Lee currently holds the position of President at Lee Investment Management Llc, showcasing his expertise and leadership in the financial management sector.
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Location
Saratoga Springs, New York, United States
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