Paul H. Lee, CFP® CPWA® CTEP®
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;
- Advanced Estate Planning and Asset Protection Strategies
- Charitable Giving Strategies
- Collaborative Family Wealth Planning
- Business Continuity and Succession Planning
- Executive Compensation
- Retirement Accumulation and Distribution Planning
Internally, Paul serves as a subject matter expert on topics related to Wealth Management as he remains knowledgeable and up-to-date on issues that impact our clients’ 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®
- Chartered Trust and Estate Planner®
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 constantly learning opens the path to new, powerful thinking.
Paul maintains his CFP, CPWA, and CTEP certifications and only provides administrative services to LFA financial planners and professionals. He is not registered with Lincoln Financial Advisors (LFA), and not licensed to provide brokerage, investment advisory, or financial planning services to an LFA client. CRN-6444559-022924