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 Planning and Asset Protection Strategies
- Retirement Accumulation and Distribution Planning
- Investment Planning and Management
- Business Continuity and Succession Planning
- Executive Planning
- Collaborative Family Wealth Planning
Internally Paul serves as a subject matter expert on the topics related to Wealth Management 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 following designations;
- CERTIFIED FINANCIAL PLANNER™ professional
- Certified Private Wealth Advisor®
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 since 1992 to Sandra and telecommutes from Naples, FL. 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.
Mr. Lee maintains his CFP® certification and CPWA designation and only provides financial planning management services to LFA financial planners and professionals. Mr. Lee is not currently licensed to provide investment advisory or financial planning services directly to an LFA client.