Why Use This Tool?

Lee is an independent Certified Financial Planner working primarily with educators and other professionals in their pursuit to establish viable retirement & investment goals. His objective is to establish a personal long-term financial relationship with his clients and assist them in all facets of financial planning.
Lee believes establishing a "person partnership" is very important in the financial planning process; and is essential in helping you to achieve your financial goals. As an avid proponent of diversified portfolios, he looks to "asset allocation theory" to help achieve long-term investment objectives. Lee is also a qualified Income Tax practitioner with over 30 years experience in the field of Tax Planning & Preparation, a natural compliment to Investment Planning. As a Mortgage Consultant, his affiliation with several lending institutions avails you this added service when considering purchasing a home or consolidating your debts.

Registered Representative of/and securities offered through Legend Equities Corporation, member FINRA/SIPC. Legend Equities Corporation and its affiliates do not provide information or advice regarding taxes, estate planning, mortgages or legal concerns
Diversification does not assure a profit or protect against market loss.

Prior to achieving his CFP designation and setting up his own practice, Lee was a First Vice President with Shearson Lehman Bros., managing their Foreign Currency Operations. He is also a retired Major in the US Army. With an MBA in Finance & Investments, a Series 7 Securities License and other financial credentials, he brings to you a wealth of knowledge and experience in the area of financial planning services.