Christopher Lee
Associate Financial Planner at Passport Wealth Management
- Role
- Associate Financial Planner at Passport Wealth Management
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Christopher Lee
I am a driven CERTIFIED FINANCIAL PLANNER™ professional who enjoys working alongside…
Experience
Associate Financial Planner
Feb 2024 — Present · Charlotte, NC, US
Passport Wealth Management, a Fee-Only financial planning firm, encompasses your many financial needs under one roof, for one fee. We strive to help you clarify your goals, achieve your objectives, and find peace of mind. We work with clients around the world to address their financial and life planning needs, management of investment assets, and an array of financial planning functions.
Education
University of Georgia - Terry College of Business
Bachelor of Business Administration - BBA, Economics with a Concentration in Public Policy
The University of Georgia
Master's degree, Financial Planning
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.