Warren E. Lee, III, CFP®

CERTIFIED FINANCIAL PLANNER™

Warren E. Lee, III, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional and Attorney* with over 25 years of experience in the financial services industry, serving clients in federal taxation strategies*, business planning, retirement planning and financial planning.

Prior to serving as a financial advisor for Voya Financial Advisors, Inc., Warren cultivated his results-based approach while working with W3 Business and Tax Consultants, Inc. and industry leaders Price Waterhouse, Peat Marwick and GE.  These experiences give a solid base of experience, industry knowledge and professional focus in the way of business.

Equipped with a J.D. from Hastings College of the Law, University of California at San Francisco and a B.B.A in Finance from Howard University, he is also a CERTIFIED FINANCIAL PLANNER™ professional who holds FINRA Series 7 and 66 securities registrations and is also a member of the U.S. Tax Court and New York State Bar*.  Warren currently holds a license in Georgia and Tennessee in Life and Health Insurance, Variable Annuity and Variable Life.

Warren is a native of New Haven, Connecticut.  He and his wife Cheryl currently reside in Peachtree Corners, Georgia.  They have two daughters who are currently attending Howard University and Emory University and a son who is married and has two daughters (granddaughters).

Warren's influence extends into his community as he serves as a Trustee at the Historic Ebenezer Baptist Church and Director of the Georgia Sickle Cell Foundation.

He enjoys reading, listening to music, regular exercise and participating in volunteer activities of charitable organizations where he is a member.

Philosophy - To provide extraordinary service to clients in a comprehensive way which respects the success of the client's accomplishments and to contribute, recommend and implement strategies for further financial success without judgment, without assumptions and without stereotype. 

 

* Neither Voya Financial Advisors nor its representatives offer tax and legal advice nor engage in the practice of law on behalf on Voya Financial Advisors.  Please consult your tax and legal advisors regarding your specific situation.

Vassier Serrano

Non-Registered Associate