Broker Check
Charles R. (Randy) Lee, CFP®, ChFC®

Charles R. (Randy) Lee, CFP®, ChFC®

Investments and Financial Planning

Randy Lee, CFP®, ChFC®, is a Financial Planner at Lee Wealth Management. He is a graduate of Georgia Southwestern University who began his investment career in the 1990's with Morgan Stanley. He later joined Fidelity Federal Bank and Trust as Senior Investment Advisor. Several years later he opened his own, independent wealth management firm, Lee Wealth Solutions which became Lee Wealth Management in 2015. 

His registrations include Series 7 for Securities and Series 65 for Financial Planning and Managed Money, and Life Health and Variable Insurance.

He also holds an active Real Estate Broker's license and stays current on continuing education. Though he does not actively use his Real Estate license, his knowledge in real estate related matters is always current.

Randy is a strong believer that you should never stop learning which is why he also has gone above and beyond in his financial education to obtain the designations of both Certified Financial Planner or CFP® as well as Chartered Financial Consultant or ChFC®. 

Active in his community, he has hosted, and continues to host, many informative financial events over the years.

Randy was born and raised in Palm Beach County and has been happily married to Holly for over 30 years. They have one grown daughter, who lives in CO as well as one rescue dog. He enjoys paddle boarding, bike riding, boating, travel, working out, entertaining and spending time with friends and family.