Philip Lee (CFP®)
Philip Lee focuses in the
following client markets or areas of practice:
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
- College/Education Planning
- Corporate Executives
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Retirement Planning & Distribution Rules
Planning Specialties
Philip earned a BA in economics from Kalamazoo College in Michigan and completed the financial planning program at Boston University. He received his CERTIFIED FINANCIAL PLANNER™ mark in 2004.
Philip is a former member of the board of directors for the National Association of Personal Financial Advisors (NAPFA) for the Northeast/Mid-Atlantic Region. He has participated in NAPFA's "Tips from the Top" Web series and has contributed to the Boston Globe's "Money Makeover" and has been quoted by the Wall Street Journal, Kiplinger’s, AARP: Ask The Expert, BankRate.com and other national financial magazine and blogs.
Additional Information
Philip Lee is a Principal & Wealth Manager at Financially In Tune, LLC, a SEC registered investment adviser; He has more than 19 years of experience working with families and individuals as a comprehensive, fee-only financial advisor, acting as a fiduciary by putting the best interests of clients first at all times.
He specializes in advising clients involved in the arts and those in the education, healthcare, and legal professions. Philip has extensive experience helping clients prepare for retirement, get the most out of their retirement, and navigating the issues experienced by same-sex couples and those who are widowed or divorced.
Geographic location is not a hinderance. He works with clients in person as well as remotely with clients throughout the US and internationally.
In addition, Philip spent nine years at Harvard Pilgrim Healthcare in business planning and strategy. Earlier he worked for a United States Congressman who was a member of the House Ways and Means Committee in Washington, D.C. and Milwaukee, Wisconsin.
NAPFA Start Date
January 06, 2004
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