Philip C. Lee, CFP^®

Owner/Principal

Financially in Tune

92 Montvale Avenue, Suite 2050
Stoneham, MA 02180

FINANCIAL ADVISOR'S WEBSITE

https://www.financiallyintune.com/

(781) 587-0582x102 CONNECT WITH Philip

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Financially in Tune is a fee-only, fiduciary advisory, independent firm. We are paid directly by our clients and do not accept commissions, referral fees or payments from financial companies.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

Philip Lee is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Financially in Tune in Stoneham, MA and the surrounding communities.

Financial Advisor Overview

I have extensive experience helping clients prepare for retirement, those who want to get the most out of their retirement, and helping those experiencing life transitions whether recently widowed, divorced or recent inheritors.

Financial Advisor Experience

I am a Principal and Certified Financial Planner (CFP®) with more than 19 years of experience working with families and individuals as a comprehensive, fee-only financial advisor, acting as a fiduciary by putting the best interests of clients first at all times.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Financial Advisor's Specialties

Comprehensive Financial Planning, Charitable & Planned Giving, Investment Management, Estate Planning, Employee Benefits, Insurance, Retirement, Sudden Wealth

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

Financially in Tune is a fee-only, fiduciary advisory, independent firm. We are paid directly by our clients and do not accept commissions, referral fees or payments from financial companies.