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(804) 282-1238 info@cwealthra.com

director of Financial Planning

Christopher S. Lee

Education:
• BS – Virginia Commonwealth University
– Graduated Magna Cum Laude, Dean’s Scholar, VCU School of Business
• Certificate in Financial Planning – Boston University
• Passed CFA Level 1 Exam

Experience:
• 8 years

Credentials:
CERTIFIED FINANCIAL PLANNERTM PROFESSIONAL

Service & Memberships:
• Beta Gamma Sigma (International Business Honor Society)
• Cathedral of the Sacred Heart (Member)

Personal:
Married to Rachel, one daughter named Cecilia, dog named Josie, rabbit named Jimmer. Enjoys running and reading.

Christopher Lee

Favorite Words

One sees great things from the valley; only small things from the peak.

– G.K. Chesterton

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