Bob Lee, CFP®, AEP®, CTFA
Designations and Licenses
Bob is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner® designee and holds the ABA Certified Trust and Fiduciary Advisor Certification.
Experience and Education
Bob focuses on estate and financial planning, wealth management and efficient use of tax-advantaged investment strategies to address cash flow, insurance, investment, retirement and estate planning, and charitable and legacy goals. He develops a comprehensive understanding of a client’s financial life, their values and wealth management needs. Then, he works to design, coordinate and implement a wealth plan based on the client’s unique goals and values.
Prior to joining Mariner Wealth Advisors, Bob worked as a trust officer for a regional bank, a fiduciary officer at a national bank, led teams who serve advisors and their clients, and managed concentrated stock wealth at a national brokerage firm.
Bob has a bachelor’s degree in business administration from San Diego State University. He is also a member of the Financial Planning Association’s Colorado Chapter and is a graduate of its residency program.