Bob Lee, CFP®, AEP®, CTFA, CEPA®

Senior Wealth Advisor

Designations and Licenses

Bob is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Estate Planner® designee, a Certified Exit Planning Advisor®  and holds the ABA Certified Trust and Fiduciary Advisor Certification.

Experience and Education

With over 20 years of experience, Bob supports owners of closely held businesses with transition planning, including succession and exiting. He guides clients through an intentional process designed to help plan for both the expected and unexpected aspects in the transition of their business.

Bob knows that high-net-worth investors and families have complex needs, require exclusivity and seek tailored solutions for their unique circumstances. He takes the time to understand clients and their current financial situation, business dynamics and family goals. Relying on their extensive experience in financial and estate planning, wealth management and the efficient use of tax-advantaged investment strategies, he and his team then design and implement customized investment and exit planning strategies to help clients navigate life transitions.

Bob’s Office

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