Warren E. Lee, III, CFP®, began his career with the goal of assisting his clients in
every aspect of their financial lives. With 25+ years of experience in the
areas of federal taxation*, business planning, and financial planning Warren E. Lee, III, CFP® applies this knowledge to advise clients on financial planning matters
including the areas of estate planning, retirement planning, minimum
distribution analysis and asset allocation models and financial plan
With marksmen precision, Warren E. Lee, III, CFP® has the experience
to execute the creation of financial strategies and product selection and help provide
financial independence tailored to fit every client need.
Warren E. Lee, III, CFP® believes in the principle that education and
understanding of your current financial state is vital to successfully make
prudent decisions concerning your future financial condition. For this reason,
he advocates the financial planning process including analysis, timely
monitoring and performance measures for his clients’ long term success. If you
have any questions about your current financial state or wish to schedule an
appointment please contact him.
* Neither Voya Financial Advisors nor its representatives offer tax or legal advice. Please consult your tax and legal advisors regarding your specific situation.