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Our Company

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 recommendations.

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.

Principles

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.