Malik S. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Malik S. Lee, CFP®

, CAP®

Managing Principal

Felton & Peel Wealth Management

Two Ballpark Center, 800 Battery Avenue SE, Suite 100
Atlanta, GA 30339
FINANCIAL ADVISOR'S WEBSITE
(800) 822-7068 CONNECT WITH Malik
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General

Malik Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Felton & Peel Wealth Management in Atlanta, GA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - Chartered Advisor in Philanthropy

Insurance Licenses

  • Life insurance
  • Fixed annuities

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Annuities, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Investment Management, Employee Benefits, Insurance, Job Loss, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Men's Finances, Special Needs, Personal Taxes, Women's Finances

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