director of Financial Planning

Christopher S. Lee

CFP®

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 PLANNER^TM PROFESSIONAL

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

Personal:
Married to Rachel, one daughter named Cecilia, two dogs named Josie and BaoBao. Outside of work, Chris enjoys hanging out with his family, traveling, working out, and reading.