Robert A. Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Robert A. Lee, CFP®

CTFA

1085 Spirit Rock Point
Highlands Ranch, CO 80126
(720) 833-8522

General

Robert Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at in Highlands Ranch, CO and the surrounding communities.

Financial Advisor Overview

I focus on estate and financial planning, wealth management and efficient use of

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Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 24, 63, 65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Other - CTFA

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Business Taxes, Career Change, Estate Planning, Investment Management, Employee Benefits, Government & Military, Irregular Income, Mutual Funds, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Tangible Assets, Long-term Care, Medical & Health Issues, Sudden Wealth, Men's Finances, Nontraditional Households, Special Needs, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources