Lita "Lee" Pelko (CFP®, CRPC®)

Lita "Lee" Pelko focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning
  • Women's Financial Planning Issues

Planning Specialties

Lee Pelko, CFP®, CRPC® has been a Rodgers & Associates financial planner since 2004. She was previously employed at Miller & Miller CPAs, where she developed the firm’s asset management services in cooperation with Oppenheimer & Co., the Wall Street investment consulting firm. In her five years with Miller & Miller CPAs, she distinguished herself for having transitioned high-net-worth clients into retirement by creating efficient tax and estate strategies that enhanced asset management services. Her finance career began in 1992 as a tax advisor for H&R Block.

Lee conducts several financial seminars for women throughout Lancaster County. She also works with a variety of civic and professional institutions, including serving as a member of the Lancaster Hospice Planned Giving Council, past president of the Lancaster Chapter of the Society of Financial Service Professionals, and as an active member of the Financial Planning Association.

A classically trained pianist, Lee resides with her husband in Lancaster County.

NAPFA Start Date

March 22, 2006

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This Office

2025 Lititz Pike Lancaster, PA 17601-3801 Phone: (717) 560-3800 Fax: (717) 581-1435