
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
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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