CONSORTIUM MEMBER SINCE 2003

Karen Lee

CFP®, CLU, ChFC, MSFS

Karen Lee and Associates, LLC
200 Ashford Center North, Suite 400
Atlanta, GA 30338

Phone  |  770-353-6312
Fax  |  770-353-6338
E-mail  |  klee@intfingroup.com
www.karenleeandassociates.com



Member Profile

Client Vision

Karen has worked in the financial services industry since 1987. During this time she has worked with hundreds of families, individuals, and small businesses to help them pursue their financial dreams. She has the comprehensive education and experience to handle all aspects of a person’s financial situation.


Areas of Expertise

  • Financial Planning
  • Retirement Planning
  • Psychology of Money

Education/Certification

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Consultant (ChFC)
  • Master of Architecture, Tulane University
  • Master of Science in Financial Services, American College
  • Author of It’s Just Money, So Why Does it Cause So Many Problems?
  • Frequent Guest on CNN Newsroom
  • Published in: Kiplinger's, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine & Ladies Home Journal
  • Professional Public Speaker
  • Formerly a monthly contributor to Best Self Atlanta Magazine

Outside The Office

In addition to her financial consulting practice, Karen enjoys speaking and teaching financial strategies. She is the Vice Chairman of the Board for The Drake House, providing transitional housing for single mothers. Karen and her husband, Ken, have been in the Atlanta area since 1990. They currently reside in Roswell, with their many pets. They have two children, Daniel and Julia, who both live in Georgia. Favorite family activities include sailing, boating, traveling, physical fitness, reading, and anything outdoors.





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TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.