High Earning First Generation
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Malik S. Lee
Managing Principal
CFP®, Chartered Advisor in Philanthropy(R) and Accredited Portfolio Management Advisor
Felton & Peel Wealth ManagementTwo Ballpark Center, 800 Battery Avenue SE, Suite 300, Atlanta, GA 30339
Languages: English
My Approach
Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.
The Clients I Serve
Physicians & Healthcare
Retirees or Seniors
Major Milestones I Specialize In
End of Life and Legacy Planning
Retirement Planning
Sudden Wealth or Inheritance
Our 7 Steps to Financial Planning
Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.
Summarized from the CFP® Board's Practice Standards. cfp.net
My Process
We approach your finances in the same way that we approach our own: thoughtfully and holistically. We have a depth of experience cultivated through being a part of our client’s many complex life transitions – like major job changes, launching kids into adulthood, unexpected loss, understanding investments and so much more.
Disclosures
This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.