• Saratoga Business Report
Friday, 01 October 2021 13:16

James Lee, CFP Elected 2022 President-elect of the Financial Planning Association

Written by Saratoga TODAY
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DENVER, CO — The Financial Planning Association® (FPA®) has announced that the Board of Directors elected James Lee CFP®, as the 2022 President-elect for a one-year term. Lee’s term will begin Jan. 1, 2022, succeeding incoming 2022 FPA President Dennis Moore, MBA, CFP®.

Lee is president of Lee Investment Management in Saratoga Springs, which he established in 1998 to provide clients with independent financial planning and investment advice. A passionate volunteer in the financial planning profession, Lee is currently completing a three-year term on the FPA Board of Directors. 

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