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Lester H Lee, CFP® | Founding Partner

Lester H Lee, CFP® | Founding Partner

Financial Consultant

Lester is the firm’s LPL Branch Manager and LPL Registered Principal. He has earned the designation of CERTIFIED FINANCIAL PLANNER ™ Practitioner and has earned FINRA securities registrations Series 7, 31, 63, and 24, currently held through LPL Financial. He began his professional career as a financial advisor 18 years ago, immediately upon graduating Louisiana State University with a Bachelor of Science degree in Finance. Lester is very passionate about the guidance he provides his clients and he effectively communicates customized investment and wealth strategies. He has extensive experience assisting retirees with 401(k) rollover solutions, including developing strategies to provide reliable retirement income. Lester and his wife Kelly have lived in the Baton Rouge area for over 20 years, and are blessed to have 11 year old twins, Mary-Kate and Matthew. He is past president of the Gonzales Rotary Club & Gonzales Business Network. He is a parishioner of St. George Catholic Church, a volunteer of the St. George Men’s club and a volunteer coach for YMCA athletics.