Since 2001, Philip Lee has been working in Modera Wealth Management 313, 313. Philip Lee is a competent Wealth Manager and Certified Financial Planner with over 30 years of work experience. According to Philip's resume and work profile, Philip Lee has worked at more than four places with diverse backgrounds and gained various skills. Philip attended school at the Kalamazoo College from 1982 to 1986. This expert has professional certification in Certified Financial Plannerâ„¢. Philip can be found in Marblehead, Massachusetts – where the professional currently lives. You can search for Philip Lee's e-mail and phone. We can also provide you additional contact information upon request.
Name variants:
Phillip Lee,
Phil Lee,
Pip Lee
Contact Information
Last Update
Jun 23, 2022
Email
ph**@hotmail.com
Location
Marblehead, MA
Company
Workplace
Wealth Manager and Certified Financial Planner
Industry
Financial Services
Colleagues
Work History
Wealth Manager and Certified Financial Planner
56 Jefferson Ave, Westwood, NJ 07675
I help families and individuals make smart financial decisions. I serve clients with ongoing comprehensive wealth management services that integrates investment management with financial pla...
2001 — Jul 2016
Congressional Aide
US Senate Campaign aide, Rep. Jim Moody (D-WI)
Director of Scheduling Rep. Jim Moody (D-WI) in Milwaukee WI
Director of Communication, Rep. Jim Moody (D-WI), Washington D.C.
1986 — 1991
Education
Occupations
Professor
School Principal
Advisor
Financial Broker
Certified Financial Planner
Executive
Manager
Chairperson
Analysts
Accountant
Finance and Accounting Specialist
Project Manager
School Administrator
Educational Manager
Puchasing and Estimating Manager
Financial Manager
Operations Manager
Chief Executive
Accounting Bookkeeper
Bookkeeper
Project Managers
Skills
Retirement Planning
Personal Finance
Wealth Management
Investment Management
Financial Advisory
Independent Financial Advice
Retirement
Insurance
Personal Tax Planning
FAQs about Philip Lee
What is the profession of Philip Lee?
This professional's job is Principal and Wealth Advisor, Cfpâ
What jobs is Philip a professional at?
Philip is proficient at Professor and School Principal jobs.
Where is Philip Lee located?
Philip Lee is currently located in Marblehead, Massachusetts.
Does Philip Lee have the email address?
ph**@hotmail.com is Philip Lee's email address.
Where did Philip Lee work?
This expert worked at Modera Wealth Management, Llc, Harvard Pilgrim Health Care.
What education does Philip Lee have?
Philip studied at the Kalamazoo College from 1982 to 1986.
Are there any certifications, that Philip Lee has?
Philip received the following certifications: Certified Financial Plannerâ„¢.
What is the industry that Philip Lee is connected to?
Philip Lee works in Financial Services industry.