We've seen strong and not-so-strong retirement plans in the retirement planning business. This is part one of our two-week series on common mistakes we see in retirement planning and how to avoid them.
Host: David Lee, CFP®, CIMA® | Vice President
Prior to joining Summit Wealth Group in July of 2015, David owned and operated David Lee Financial, a wealth management practice that he began in 1985.
David received his bachelor’s degree from Florida State University. After professional studies through the College for Financial Planning in Denver, Colorado, he obtained the CERTIFIED FINANCIAL PLANNERTM certification. David later added the Certified Investment Management AnalystSM designation, administered by the Investment Management Consultants AssociationSM taught in conjunction with The Wharton School, University of Pennsylvania. He is a Registered Representative and Investment Advisor Representative of Commonwealth Financial Network® (a registered broker/dealer, member FINRA/SIPC). David holds the FINRA Series 7 and 63 securities registrations and also life, health, and long-term care insurance licenses.
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Securities and Advisory Services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth Financial Network.
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