James Lee (CFP®)

James Lee focuses in the
following client markets or areas of practice:

  • Business Owners
  • Hourly
  • Investment Advice with Ongoing Management
  • Retirement Plan Investment Advice
  • Retirement Planning & Distribution Rules

Planning Specialties

Lee Investment Management provides its clients with strategies and solutions to get them where they want to go.  We will help you understand your current financial situation and clarify your goals.  We then provide you with a written plan designed to give you the greatest chance to meet your goals. 

This plan may encompass some or all of the following areas, depending on your unique circumstances and needs:

  • Budgeting
  • Cash Flow Management
  • Saving
  • Risk Tolerance Analysis
  • Investing
  • Asset Allocation
  • Highly Appreciated Stock
  • Employee Benefits
  • Retirement Planning
  • Education Planning
  • Purchasing a Vacation Home
  • Starting a Business
  • Providing for Aging Parents
  • Philanthropy
  • Insurance
  • Tax Planning
  • Estate Planning

Additional Information

James Lee is a CERTIFIED FINANCIAL PLANNER™and President of Lee Investment Management.

James started Lee Investment Management in 1998 to provide clients with independent financial planning and investment advice.  He now serves the needs of individuals, families, businesses and retirement plans.

James earned his Bachelor of Arts Degree in Economics from the University of Virginia.  He has taken post-baccalaureate coursework in the areas of Retirement Planning, Investments, Insurance, Employee Benefits, Tax Planning and Estate Planning.

James believes strongly in the value of the financial planning process and has given back to the profession by actively participating in the activities of the Financial Planning Association.  James currently serves on the board of directors of the Financial Planning Association of Northeastern New York as its Advocacy Chair as well as on the Financial Planning Association's National Advocacy Committee.

In addition to his work with the FPA, James has volunteered for a number of charities and boards.  He currently serves on the Board of Directors of Saratoga Arts.  James is also the Administrator of the Town of Greenfield's NY’s Economic Development Revolving Loan Fund.  He has previously served on Greenfield’s Planning Board and Board of Assessment Review.  James is also currently serving on the board of the Saratoga Youth Lacrosse Association and is a volunteer coach.

The Saratogian Newspaper has named James one of “Forty under 40” and a “Person Who’ll Make a Difference.”  James is also a graduate of the Saratoga County Chamber of Commerce’s Leadership program.

In his spare time, James enjoys spending time with his family, playing golf, skiing and boating on beautiful Lake George. 

 

NAPFA Start Date

November 17, 2015

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This Office

63 Putnam St Ste 202 Saratoga Springs, NY 12866-3285 Phone: (518) 580-0088 Fax: (518) 207-0929