Candace M. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Candace M. Lee, CFP®

EA

Financial Advisor

Glassman Wealth Services

8000 Towers Crescent Drive, Ste 1450
Vienna, VA 22182

Glassman Wealth Services

1315 W Street NW, Apartment 427
Washington, DC 20009
FINANCIAL ADVISOR'S WEBSITE
(703) 534-4444 CONNECT WITH Candace
  • facebook link
  • twitter link
  • linkedin link

General

Candace Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Glassman Wealth Services in Vienna, VA and the surrounding communities.

Financial Advisor Overview

As a financial advisor at Glassman Wealth Services, I am responsible for actively managing existing client relationships, formulating and implementing advice and developing recommendations for clients using a team approach. Focus areas include comprehensive financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, insurance and risk management, retirement planning and portfolio management).

More

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Buying a Home, Career Change, Estate Planning, Investment Management, Getting Married, Job Loss, Insurance, Retirement, Long-term Care, Starting a Family, Sudden Wealth

More

Helpful Financial Planning Resources