Speaker Information

Lee Conti, Jr. is CPS Elite Advisors Insurance Services Director of Advisor Development in the Northeast. Lee focuses on coaching advisors on cutting-edge fixed insurance strategies in the areas of Life, DI, Long Term Care, and Linked Benefits. Lee is committed to the highest fiduciary standards and has dedicated the last 15 years to helping advisors tailor customized insurance solutions to help their clients achieve financial success by protecting and creating wealth. Lee's passion for education has led him to serve on the FPANY Board as Co-Chair of the Spring Forum for both 2012 & 2013 and as Director of the Practitioners monthly meeting for 2014. He is certified in both Connecticut and New York as a Continuing Education instructor and is approved to teach CFP-approved Continuing Education courses. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future.

 

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