Charles R. (Randy) Lee, CFP®, ChFC®
Founder, Financial Advisor
As a Certified Planning Professional (CFP®) I am fully committed to the CFP Board's Fiduciary Duty. I graduated from Georgia Southwestern University and began my financial career almost 30 years ago with Morgan Stanley. For many years, I served as Senior Investment Advisor for Fidelity Federal Bank and Trust. I opened Lee Wealth Solutions which became Lee Wealth Management in 2015.
I am a strong believer that you should never stop learning, which is why I host numerous educational financial workshops throughout the year on a variety of topics from Retirement Income planning, Tax efficient strategies and Trust & Estate.
My current registrations include Series 65 for Financial Planning and Managed Money, and Life Health and Variable Insurance.
I also have an active Real Estate Broker's license and I stay current on continuing education. Though I do not practice real estate or actively use my Real Estate license, I do stay current.
I really enjoy helping others and I host numerous free, informative financial events in my community.
I am a Native Florida and I grew up in West Palm Beach Florida. I'm also happily married to Holly for over 34 years. We have one grown daughter, who lives in CO as well as one crazy little rescue dog. On my weekends I enjoy kayaking, paddle boarding, e-bike riding, travel, working out, entertaining and spending time with friends and family.