Karen J. Lee
Karen J. Lee of Karen Lee and Associates, LLC in Atlanta, Georgia offers financial planning services through her affiliation with Securities America Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional and has earned her Chartered Life Underwriter and Chartered Financial Consultant designations. Karen is also a Certified Money Coach. She holds a Master of Architecture from Tulane University and a Master of Science in Financial Services from the American College. She is a member of the Financial Planning Association and the National Estate Planning Council. She also holds the Accredited Estate Planner designation. Karen has worked in the financial services industry since 1987. Karen Lee and Associates is a proud member of Integrated Financial Group, a consortium of independent financial advisors. This elite group of financial planners share their knowledge, tools, and experiences to benefit the clients of the entire consortium. Go to www.karenleeandassociates.com for more information.