Bob Lee, CFP®, CTFA
Designations and Licenses
Bob is a CERTIFIED FINANCIAL PLANNER™ professional and holds the Certified Trust and Financial Advisor designation.
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, together with each client, he works to design, coordinate and implement a wealth plan based on the individual’s unique goals and values.
Prior to joining Mariner Wealth Advisors, he 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 (FPA’s) Colorado Chapter and a graduate of its residency program.