Tia  Lee,  CFP<sup>&reg;</sup> - Financial Advisor

Tia Lee, CFP®

CFTA

Director of Wealth Planning

Spectrum Management Group

600 E 96th St, Ste 130
Indianapolis, IN 46240
FINANCIAL ADVISOR'S WEBSITE
(317) 663-5600

General

Tia Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Spectrum Management Group in Indianapolis, IN and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

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

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Banking, Asset Allocation, Career Change, Business Taxes, Estate Planning, Investment Management, Limited Partnerships, Getting Divorced, Employee Benefits, Getting Married, Irregular Income, Mutual Funds, Real Estate, Insurance, Retirement, Stocks & Bonds, Life Planning, Long-term Care, Starting a Family, Medical & Health Issues, Sudden Wealth, Men's Finances, Personal Taxes, Women's Finances

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