James Lee CFP® AIF®, CRPC®
President
518-580-0088
Founder and President, Lee Investment Management
James Lee is the founder and President of Lee Investment Management, which he established in 1998 to provide clients with independent financial planning and investment advice. He serves individuals, families, businesses, and retirement plans with a focus on thoughtful, client-centered planning.
James earned a Bachelor of Arts in Economics from the University of Virginia and completed post-baccalaureate coursework in retirement planning, investments, insurance, employee benefits, tax planning, and estate planning.
He is a CERTIFIED FINANCIAL PLANNER™ professional.
Dedicated to advancing the financial planning profession, James served as the 2023 President of the national Board of Directors of the Financial Planning Association® (FPA), the leading membership organization for CFP® professionals.
He continues to advocate for the profession and currently serves as Chair of the FPA Political Action Committee.
James is a nationally recognized leader in financial planning and has been featured in The New York Times, Investment News, the Journal of Financial Planning, and CNBC. In 2023, he was named one of “10 People to Watch in Wealth Management” by Barrons. In addition, Money.com recognized him as one of the nation’s “Best Financial Planners.” He has been a frequent speaker on podcasts and industry conferences, including Future Proof.
