Candace M. Lee, CFP^®

EA

Vice President and Client Advisor

Glassman Wealth Services

8000 Towers Crescent Drive, Ste 1450
Vienna, VA 22182

FINANCIAL ADVISOR'S WEBSITE

https://www.glassmanwealth.com/

(703) 534-4444 CONNECT WITH Candace

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

I am a fee-only financial advisor, which means I only get paid from you and not from any recommendation I make. We charge based on the assets we manage and typically manage about $2,000,000 or more per family.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

$2,000,000

General

Candace Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Glassman Wealth Services in Vienna, VA and the surrounding communities.

Financial Advisor Overview

As a Vice President and Client Advisor at Glassman Wealth Services, I enjoy helping you find unique solutions to life's obstacles. Whether it's helping you decide whether now is the time to retire, how much and where you should be saving, or how you can effectively pass wealth to the next generation, you've got a partner that is with you every step of the way.

Financial Advisor Experience

I've been in the financial planning and investment industry for 14 years and counting, specifically working with busy, high net worth professionals and retirees who want to take more time to enjoy their lives and less time figuring out their finances.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)
Other - Enrolled Agent (EA)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Buying a Home, Charitable & Planned Giving, Career Change, Estate Planning, Investment Management, Getting Divorced, Government & Military, Getting Married, Job Loss, Insurance, Life Planning, Retirement, Long-term Care, Starting a Family, Sudden Wealth, Personal Taxes