Lee C. McGowan,  CFP<sup>&reg;</sup> - Financial Advisor

Lee C. McGowan, CFP®

CFA,

Managing Director

Monument Group Wealth Advisors

801 Main Street
Concord, MA 01742
FINANCIAL ADVISOR'S WEBSITE
(978) 451-6466

General

Lee McGowan is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Monument Group Wealth Advisors in Concord, MA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Chartered Financial Analyst (CFA)
  • Other - Certified College Planning Specialist

Broker-Dealer Affiliation

None/NA

Broker-Dealer Disclaimer


Financial Advisor's Specialties

Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Charitable & Planned Giving, Asset Allocation, Career Change, Estate Planning, Investment Management, Mutual Funds, Getting Married, Job Loss, Retirement, Life Planning, Starting a Family, Sudden Wealth, Personal Taxes

More

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