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Christopher S. Lee, CFP®

Christopher S. Lee, CFP®

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location of Christopher S. Lee, CFP®Richmond, Virginia, United States

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  • Timeline

  • About me

    Director of Financial Planning at Commonwealth Retirement Advisors

  • Education

    • George Mason University

      -

    • Boston University

      -
      Certification Financial Planning

    • Virginia Commonwealth University

      -
      B.S. Finance GPA: 4.0

      Activities and Societies: Friends of ASK @ VCU (Treasurer), Beta Gamma Sigma

  • Experience

    • Commonwealth Retirement Advisors

      Oct 2012 - now

      • Director of Financial Planning

        Jan 2019 - now

      • Financial Planning Strategist

        Jan 2017 - Dec 2018

      • Analyst

        May 2014 - Dec 2016

      • Research Assistant (Intern)

        Oct 2012 - May 2014

  • Licenses & Certifications