Philip Lee, CFP®
Financial Advisor
Since beginning his career in 2004, Philip has specialized in creating tailored financial strategies for individuals and businesses. His expertise spans investment management, retirement income, estate planning, trusts, and risk management. Known for his thorough and thoughtful approach, Philip provides clients with clarity and confidence that their financial goals are understood- and that their plan is actively working to support them.
Philip holds a Bachelor of Science in Business Administration with a concentration in Finance from North Carolina State University. Committed to professional excellence, he has also earned the CERTIFIED FINANCIAL PLANNER™ designation, along with the Chartered Retirement Planning Counselor (CRPC®) credential, demonstrating his advanced knowledge in retirement planning and wealth strategies.
When he's not advising clients, Philip enjoys quality time with his wife Hilary and their three children, Porter, Henry, and Millie. As a family, they love skiing, golfing, and spending time outdoors.
Education
North Carolina State University
Bachelor of Science, Business Administration, Finance Concentration
Designations
CERTIFIED FINANCIAL PLANNER™ (CFP®)
Chartered Retirement Planning Counselor (CRPC®), conferred by the College for Financial Planning
Service Area
Investment Management
Retirement Income
Estate Planning Strategies
Service Area
Risk Management
Trusts