James Lee, CFP®
James Lee is the founder and President of Lee Investment Management.
James began his career with Federal Filings, Inc., a Washington DC-based financial news and research firm. James researched and analyzed legislation and regulations coming out of the nation’s capital and informed institutional investors on their impact on individual companies and industries. James helped to build the privately-held company and was a shareholder when it was acquired by Dow Jones Inc.
James started Lee Investment Management in 1998 to provide clients with independent financial planning and investment advice. He now serves the needs of individuals, families, businesses and retirement plans.
James earned his Bachelor of Arts Degree in Economics from the University of Virginia. He has taken post-baccalaureate coursework in the areas of Retirement Planning, Investments, Insurance, Employee Benefits, Tax Planning and Estate Planning.
James is a CERTIFIED FINANCIAL PLANNER™ Professional.
James believes strongly in the value of the financial planning process and has given back to the profession by actively participating in the activities of the Financial Planning Association. James currently serves on the board of directors of the Financial Planning Association of Northeastern New York as its Advocacy Chair as well as on the Financial Planning Association's National Advocacy Committee.
James is also a member of The National Association of Personal Financial Advisors (NAPFA), the country's leading professional association of Fee-Only Financial Advisors.
In addition to his work with the FPA, James has volunteered for a number of charities and boards. He currently serves on the Board of Directors of Saratoga Arts. James is also the Administrator of the Town of Greenfield, NY’s Economic Development Revolving Loan Fund. He has previously served on Greenfield’s Planning Board and Board of Assessment Review. James is also currently serving on the board of the Saratoga Youth Lacrosse Association and is a volunteer coach on his son’s lacrosse team.
The Saratogian Newspaper has named James one of “Forty under 40” and a “Person Who’ll Make a Difference.” James is also a graduate of the Saratoga County Chamber of Commerce’s Leadership program.
In his spare time, James enjoys spending time with his family, playing golf, skiing and boating on beautiful Lake George.