Lee Wealth Management

Founder and Financial Advisor

My name is Randy Lee and I have almost 30 years in the financial services industry and I am a CFP® Professional, ChFC® as well as a member of NAIFA, SOFA.

I think I have a unique way of explaining complicated financial matters in a simple to understand way. I am passionate about helping others to map out strategies that align with your objectives and goals.

I really enjoy giving back to my community by hosting free educational financial workshops. I am a second generation Florida native and I live in Tequesta with my wife, Holly and our rescue dog, Peanut. Our office is located on US Hwy 1, right on the line of Jupiter and Tequesta.