Karen Lee, CLU, ChFC, MSFS, CFP®, AEP
Phone: 770-353-6312 Karen J. Lee of Karen Lee and Associates, LLC in Atlanta, Georgia offers financial planning services through her affiliation with LPL Financial. She is a CERTIFIED FINANCIAL PLANNER™ professional and has earned her Chartered Life Underwriter and Chartered Financial Consultant designations. She holds a Master of Architecture from Tulane University and a Master of Science in Financial Services from the American College. She also holds the Accredited Estate Planner designation.
Karen has worked in the financial services industry since 1987. During this time she has worked with hundreds of families, individuals, and small businesses in helping them to achieve their financial dreams. She has the comprehensive education and experience to handle all aspects of a person’s financial situation. As evidence of this, Karen holds various licenses and registrations in the areas of insurance, securities, and investment planning.
Karen Lee and Associates is a proud member of Integrated Financial Group, a consortium of independent financial advisors. This group of financial planners share their knowledge, tools, and experiences to benefit the clients of the entire consortium.
Karen and her family have lived in the Atlanta area since 1990. In addition to her financial planning practice, Karen enjoys speaking and teaching financial strategies to different groups. She is a member of the Financial Planning Association and the National Estate Planning Council. Karen and her husband, Ken, currently live in Roswell, GA., with their son, Daniel, and daughter, Julia, and many pets. Karen and her family enjoy sailing, boating, running, reading, and all outdoor activities.
Areas of Expertise
· Financial Planning
· Retirement Planning
· Psychology of Money
Education/Certification
· M.A., Tulane University, Architecture
· M.A., American College, Financial Services
· CERTIFED FINANCIAL PLANNER™ professional
· Chartered Life Underwriter
· Chartered Financial Consultant
· Accredited Estate Planner
Media/Presentation Experience:
· Featured on CNN’s “Your Money Show”
· Published Articles
· MSN Money Central
· Financial Planning magazine
· Investors’ Alley
· Modern Sage
· National Underwriter
· AICPA Wealth Management Insider, contributing writer
· Parenting magazine - Family Budget Bootcamp advisor
· The Wealth Channel - featured advisor
· Profiled by Securities America, Inc., in numerous industry publications
· Speaker at Super Women’s Summit and Securities America’s annual conference, June 2009
· Extremely articulate, professionally-trained public speaker
· Media-trained professional
· Author of the forthcoming book: It’s Just Money … So Why Does it Cause So Many Problems?
|
||
|
200 Ashford Center North Phone: 770-353-6400 |