Since 2004, I've been helping individuals and families build personalized financial plans focused on retirement income. As a CERTIFIED FINANCIAL PLANNER™ and Charted Retirement Planning Counselor, I'm committed to making sure my clients feel confident and in control of their financial future. 

PHILIP LEE, CFP®, CRPC® - WEALTH ADVISOR

PHILIP LEE, CFP®, CRPC® - WEALTH ADVISOR

Meet Philip Lee

Let's Connect.

I'm here to help you explore your options.

Submit

980-270-2192

philip.lee@lpl.com

Let's Connect.

I'm here to help you explore your options.

980-270-2192

philip.lee@lpl.com

Thank you! I'll be in touch shortly.