James Lee, CFP®, CRPC™, AIF®

Independent financial planner and registered investment advisor.

Financial planning is "the most important profession of the 21st century." Richard Wagner

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

Thanks for the fun interview @AnaT_Edits and @RetirementRisks! And thanks to @carson_coaching for being a great partner with @fpassociation and its members!

[Carson Coaching @carson_coaching]

As the official coaching partner of @fpassociation, we journeyed to FPA's Annual Conference to interview some amazing leaders for #FPAWeek on Framework. First up in our series of interviews is FPA President @leemanagement. Check out the episode here: https://t.co/rAOmznZd5M

[Carson Coaching @carson_coaching]

As the official coaching partner of @fpassociation, we journeyed to FPA's Annual Conference to interview some amazing leaders for #FPAWeek on Framework. First up in our series of interviews is FPA President @leemanagement. Check out the episode here: https://t.co/rAOmznZd5M

[Ben Lewis @BenLewisPR]

10 People to Watch in Wealth Management in 2023 via @barronsonline and @AndrewWelsch. Featuring @fpassociation president-elect James Lee (@leemanagement).

https://t.co/u7YQEi7P1U

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

Thanks @AndrewWelsch and @barronsadvisor for the piece on why @fpassociation is seeking title protection for financial planners. It will establish financial planning as the fourth Great Profession, as important to society as medicine, law and theology.

https://t.co/0ceIX2TuSZ

[Ben Lewis @BenLewisPR]

Enjoying watching @fpassociation president-elect @leemanagement talking with @TobySalFP of @finplan for their "leaders" series. They are breaking down FPA's push for title protection for financial planners. It's not too late to join us! https://t.co/1BgRccrGPL

[Financial Planning Association (FPA) @fpassociation]

FPA's belief in the legal recognition of the term “financial planner” through title protection is grounded in four pillars.

Access more information about our push for title protection: https://t.co/S3ohmzvcJw

#fpa #financialplanner #titleprotection #advocacy

[Financial Planning Association (FPA) @fpassociation]

The FPA Board of Directors believes the legal recognition of the term “financial planner” through title protection protects consumers and advances the financial planning profession.

Read more here: https://t.co/9HNzReTAqw

[Ben Lewis @BenLewisPR]

What are you doing December 12-14? Hopefully you will be joining me at FPA Annual Conference 2022 in Seattle, Washington! #FPAAnnual registration is now open and you can attend at special early bird pricing through 9/16. Learn more and register today at https://t.co/xhNg5LFm8H!

[Financial Planning Association (FPA) @fpassociation]

The FPA Virtual Externship is back — and better than ever.

Register Now: https://t.co/LUTcH0dVYa

#fpa #financialplanning #fpaexternship

[FPA of Northeastern New York @FPA_NENY]

One week away from our VIRTUAL event with guest Dr. Rechteinstein, Phd, CFA. He will be discussing tax-efficient withdrawal strategies in retirement. We look forward to seeing you there on Zoom!

[Financial Planning Association (FPA) @fpassociation]

We are proud to announce a strategic partnership with Carson Coaching as our official coaching partner.

FPA members interested in learning what this partnership has to offer, click here: https://t.co/uJX9l3kVZu

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

Thank you @lisarab and @nytimes for allowing me to share thoughts on how people who quit their jobs can still save for retirement.

https://t.co/ZBc7RIz8Xx

[Financial Planning @finplan]

After two full years of seeing the OneFPA Advisory Council’s positive impact on FPA, we can say definitively that it is the single most consequential initiative of the association in years. https://t.co/dHLgi6nF1l

[Financial Planning Association (FPA) @fpassociation]

FPA Retreat Keynote Speaker @MichaelKitces, is the Chief Financial Planning Nerd at https://t.co/aEeyntfbkm, dedicated to advancing knowledge in financial planning and helping financial advisors become more successful.

Early bird registration ends Jan 31: https://t.co/fL44sI4YqZ

[Financial Planning Association (FPA) @fpassociation]

Thank You. #VeteransDay #VeteransDay2021

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

@fpassociation Congratulations! Excited for the leadership you each bring to @fpassociation and the future of the #financialplanning profession!

[Financial Planning Association (FPA) @fpassociation]

FPA NexGen is pleased to announce the five newly elected members to the NexGen Leadership Committee for 2022. “Each of these newly elected leaders will play a pivotal role in our success,” says 2021 FPA NexGen President-elect Kevin Clark, CFP®, CIMA®, EA. https://t.co/g9kFA6D5M2

[Financial Planning Association (FPA) @fpassociation]

New Partnership Announcement: FPA has partnered with The National Association of Registered Social Security Analysts (NARSSA). @RSSAnews Access to the RSSA exam: CHECK!

https://t.co/5P7tJYjrcS

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

@fpassociation @DJGAssociates @ByrkeSestok @alfordcooper I’m so excited to listen and learn from these outstanding volunteer leaders!

[James Lee, CFP®, CRPC™, AIF® @leemanagement]

@MichaelKitces @fpassociation @alfordcooper @ByrkeSestok @DJGAssociates Thank you @MichaelKitces! It’s an honor to serve the members of @fpassociation and the #financialplanning profession.