Why Use This Tool?

FPA PlannerSearch Participants:

Home > Financial Planner Directory > Michigan > Portage > Sophit Lee, CFP®
Find the Certified Financial Planner™
Who's right for you.

Sophit Lee, CFP®

Docsa Capital Management, Inc.

1210 W. Milham Ave.
Suite 201
Portage, MI 49024
Phone: (269) 488-2322
Fax: (269) 488-2355

Print Profile

View Map

Get Directions

Saved in Saved Planners

Household Income Minimum: $0
Investable Asset Minimum: $300,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Buying a Home
  • Career Change
  • Asset Allocation
  • Investment Management
  • Mutual Funds
  • Retirement
  • Stocks & Bonds
  • Life Planning
  • Sudden Wealth
  • Personal Taxes
  • Women's Finances

 

How Planner Charges

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.