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Christopher Lee

Co-owner & Senior Advisor

New England Capital Financial Advisors

United States, Connecticut, Meriden

About Me

Christopher M. Lee is a co-owner of New England Capital Financial Advisors, LLC (a Registered Investment Advisor company registered with the SEC) and has been in the financial service industry since 1993. He graduated with a B.S. from Central Connecticut State University, School of Business, majoring in Finance. In an effort to continue his education and better prepare to advise his clients, Chris has received the following designations and licenses: Received his CERTIFIED FINANCIAL PLANNER TM certification in 2007. Chris also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Yale University Scho
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Profile Information

Co-owner & Senior Advisor

New England Capital Financial Advisors

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Meriden

Connecticut

United States

May 16, 2024

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