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Paul H. Lee, CFP® CPWA®

Paul H. Lee, CFP® CPWA®

Financial Planning Manager

Paul's primary area of focus is managing the process of creating personalized financial plans strategically designed to improve the probability of accomplishing each client’s unique goals and objectives.  Paul’s experience is centered on developing tangible solutions for estate and asset protection strategies, retirement accumulation and distribution planning, investment planning and management as well as business continuity and succession planning.

Internally Paul serves as a subject matter expert on the topics related to financial planning as he remains knowledgeable and up-to-date on issues that impact our client’s financial lives, including new regulations and law changes.

Paul graduated from Pace University where he earned a Bachelor of Business Administration in Management Information Systems.  He obtained the CERTIFIED FINANCIAL PLANNER™ certification (CFP® certification) through Fairleigh Dickinson University in Teaneck, NJ, and Certified Private Wealth Advisor® (CPWA®) certification from the University of Chicago Booth, School of Business in Chicago, IL. 

Paul has been a wealth management professional since 2006. He began his financial services career with MetLife and became a branch manager at its Fort Lee, NJ office in less than two years.   He appeared weekly as an Asset Management and Estate Planning expert on NY Radio Korea during 2008-2009 and served as an Advisory Board to Senior Market Advisor in 2011.

 Paul has been married for 27 years to Sandra and lives in Edgewater, NJ with his two sons and Louie, a teacup poodle who thinks he’s the king of the house. In his free time, he is an avid golfer and enjoys volunteering with his community organizations. Paul’s professional and personal philosophy can be summed up as follows: The creative mind that is always learning opens the path to new, powerful thinking.