James Lee Earns the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

James Lee Earns the CERTIFIED FINANCIAL PLANNER™ (CFP®) Designation

James Lee, President of Lee Investment Management LLC in Saratoga Springs, NY has earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the Certified Financial Planner Board of Standards (CFP Board)...read more

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