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“An Investment in Knowledge Pays the Best Interest.”

– Benjamin Franklin

Christopher Lee, CFP®

Director of Financial Planning

“An Investment in Knowledge Pays the Best Interest.”

– Benjamin Franklin


Chris has been an integral part of our team since 2012, beginning his journey as an intern. From the start, he took on highly analytical assignments, demonstrating an unwavering commitment to learning and developing his financial planning expertise. Through dedication and hard work, Chris progressed through roles as an analyst and strategist, ultimately becoming our Director of Financial Planning and holding an ownership interest in CRA.

Specializing in retirement planning, Chris excels in crafting tailored plans that provide clients with confidence and peace of mind as they approach and enjoy their retirement years.


  • BS, Finance Concentration- Virginia Commonwealth University (Magna Cum Laude and Dean’s Scholar)
  • Certificate in Financial Planning- Boston University
  • Passed CFA Level 1


  • 10 years




Chris enjoys a wide range of outdoor activities, including running, cycling, hiking, and camping. His family, which includes his wife and daughter, shares a love for endurance races. They each compete in a variety of events and enthusiastically support one another. Chris also values reading, with a focus on relaxation and self-improvement, helping him to show up each day as the best version of himself.

Other Team Members