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Karen Lee

CERTIFIED FINANCIAL PLANNER™, CLU, ChFC, MSFS, AEP

Client Vision
Karen has worked in the financial services industry since 1987, though she has been planning for her and her family’s life since long before then. She chose Financial Planning as a career specifically to follow her lifelong desire to help others plan similarly, to make a difference in their lives and in the lives of those they care about. During this time, she has helped countless numbers of individuals, families, and small businesses pursue their dreams. She has the comprehensive education and experience to manage and guide the financial decision making of all who have come through her door for more than three decades. Our clients trust her implicitly, and deeply appreciate the role she has and continues to play in their family’s lives.

Education/Certification

• CERTIFIED FINANCIAL PLANNER™ professional
• Chartered Life Underwriter (CLU)
• Chartered Financial Consultant (ChFC)
• Accredited Estate Planner (AEP)
• Master of Architecture, Tulane University
• Master of Science in Financial Services, American College
• Author of It’s Just Money, So Why Does It Cause So Many Problems?
• Guest on CNN Newsroom
• Published in: Kiplinger’s, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine, & Ladies Home Journal
• Professional Public Speaker
• Previous contributor to Best Self Atlanta Magazine
• Five Star Wealth Manager 2012-2021

Outside The Office
In addition to her financial consulting practice, Karen enjoys speaking and teaching financial strategies. She is a Board Member for The Drake House - Roswell, providing transitional housing for single mothers. Karen and her husband, Ken, have been in the Atlanta area since 1990. They currently reside in Roswell with their many pets. They have two children, Daniel and Julia, who both live in Georgia. Favorite family activities include sailing, boating, traveling, physical fitness, reading, and anything outdoors.

"My business is my passion! It has allowed me to serve others in a way that has brought me so much joy. It has been a true blessing to me." - Karen Lee

Daniel Lee

Wealth Advisor

Client Vision
Daniel Lee joined Karen Lee and Associates as a Client Services Associate and Integrated Financial Group as a member, both in January of 2018. Prior to joining Karen Lee, he attended the University of Tennessee, graduating with a degree in Psychology. Daniel now serves as a Wealth Advisor and continues to develop his experience as a Financial Planner. He upholds and promotes the reputation of our business and does so with the highest level standards.

He is involved in ongoing daily office management and works closely with our clients to provide comprehensive service of their investment accounts. He is dedicated to providing a unique and rewarding experience for our clients, one that will stand the test of time and embody the notions of integrity, comradery, and a deep awareness and understanding of what matters most to our clients.

Education/Certification

• B.A., University of Tennessee, Psychology
• Licensed Series 7 & 66 held with LPL Financial
• Life/Accident/Health, Variable Products
• FINRA ID: 6897911

Outside The Office
Daniel enjoys excursions in the great outdoors and the companionship of family, friends, and dogs, including his Bloodhound, Tennessee Jed. He is an avid music fan, claiming his soul is fed by music just as our bodies are fed by water and food. He is a VFL, Vol for Life, and takes great pride in his support for his alma mater, serving as a board member for the Atlanta Chapter of the UT Alumni Association. He also is passionate about giving back to his community and serves as a member of the Young Professional Advisory Council (YPAC) to The Drake House — Roswell. His hobbies also include cooking, nights out with familiar faces in new places, and traveling when his schedule permits.