James Lee, CFP® Elected to the Financial Planning Association Board of Directors

James Lee |

James Lee, CFP®, has been elected to the Board of Directors of the Financial Planning Association® (FPA®), the country's largest membership organization for CERTIFIED FINANCIAL PLANNER (CFP®) professionals and those who support the financial planning process.
Mr. Lee is President of Lee Investment Management LLC, a Saratoga Springs, NY-based financial planning and wealth management firm.
"It's a true honor to be elected to FPA's Board of Directors," James Lee said.  "I'm excited to help FPA members and their clients succeed by increasing awareness and access to the transformational power of financial planning."
In addition to Mr. Lee, the Financial Planning Association also elected:

  • Martin C. Seay, Ph.D., CFP®, as the 2019 President-Elect.
  • Karen W. McDade, CFP®, AIF®, CDFA, as a new board member.
  • Jason T. Plank, CFP®, CRPC®, AAMS®, CFS®, as a new board member.

"We welcome these remarkable individuals to the FPA Board of Directors to help shape the vision and strategic direction for the association," says 2018 FPA President Frank Parè, CFP®.  "We look forward to working with Dr. Seay, James, Karen and Jason to advance the financial planning profession and are thankful for their unwavering support and commitment to FPA and the financial planning community."
The 2019 Board will be comprised of 14 total members, which includes the three newly-elected members and FPA Executive Director/CEO Lauren M. Schadle, CAE.

For additional information, click HERE.


About Lee Investment Management LLC
Lee Investment Management LLC is an independent, fee-only, investment advisory firm registered with the U.S. Securities and Exchange Commission.  Its mission is to enhance the lives of its clients by putting their financial houses in order and empowering them to reach their financial goals.  By offering comprehensive financial planning and prudent management of their investment portfolios,  Lee Investment Management gives its clients peace of mind and time to pursue the activities that brings joy to their lives.  Learn more about Lee Investment Management at www.leemgt.com
About the Financial Planning Association
The Financial Planning Association® (FPA®) is the principal professional organization for CERTIFIED FINANCIAL PLANNER™ (CFP®) professionals, educators, financial service professionals and students who are committed to elevating the profession that transforms lives through the power of financial planning.  Through a collaborative effort to provide members with tools and resources for professional education, business support, advocacy and community, FPA is the indispensable resource in the advancement of today's CFP® professional.  Learn more about FPA at www.OneFPA.org and follow Twitter at twitter.com/fpassociation.