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.