Celebrating Financial Planning Month

Today we are celebrating World Financial Planning Month by having a conversation with the 2024 past FPA president James Lee.

James Lee, CFP®, CRPC®, AIF®, is Founder and President of Lee Investment Management in Saratoga Springs, NY. He has a passion for helping people make good money decisions and has been a member of the Financial Planning Association since 2000.

In this episode we'll discuss the personal journey and lessons learned while going from a paper route to being FPA President.

• what sparked his career in financial planning

• importance of staying focused on the client experience

• what technologies have helped grow his practice

• how involvement with FPA impacted his career

• the challenges many Americans face in accessing financial advice

• what is the future of the financial planning profession

Conversation with...
is designed by and for financial planning professionals. Discussions are informal, informational, and will be recorded for possible replay.