Celebrating Financial Planning Month
Today we are celebrating World Financial Planning Month by having a conversation with the 2024 past FPA president James Lee.
James Lee, CFP®, CRPC®, AIF®, is Founder and President of Lee Investment Management in Saratoga Springs, NY. He has a passion for helping people make good money decisions and has been a member
of the Financial Planning Association since 2000.
In this episode we'll discuss the personal journey and lessons learned while going from a paper route to being FPA President.
- what sparked his career in financial planning
- importance of staying focused on the client experience
- what technologies have helped grow his practice
- how involvement with FPA impacted his career
- the challenges many Americans face in accessing financial advice
- what is the future of the financial planning profession
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Conversation with...
is designed by and for financial planning professionals. Discussions are informal, informational, and will be recorded for possible replay.