Haley Lee
Financial Advisor at Investment Center Advisor Group | Wealth Management for High-Net-Worth Investors, Retirees, & Pre-Retirees
- Role
- Financial Advisor at Investment Center Advisor Group
- Location
- Loveland, CO, US
- LinkedIn followers
- 500 followers
About Haley Lee
HOW WE WORK:Financial planning is personal, so we start by getting to know you, your goals, your priorities, and the life you want your money to support. From there, we build a strategy that aligns with what matters most.OUR APPROACH:Once we understand your financial picture, we help create a clear path forward. Our focus is on simplifying complex financial decisions and building thoughtful strategies around retirement planning, long-term wealth management, the efficient transfer of assets to the next generation, and more.WHO WE WORK WITH:We especially enjoy working with:• Business owners planning for growth and eventual exit• Families preparing for retirement and legacy planning• Women navigating financial decisions• Young professionals beginning to build wealth SERVICES WE PROVIDE: Financial Planning Wealth & Investment Management Retirement Planning & Income Strategies Tax-Efficient Investing College Savings 🧾 Estate & Legacy Coordination Wealth Protection, Life Insurance, & Long-Term Care PlanningMY BACKGROUND:I’m a CERTIFIED FINANCIAL PLANNER™ professional and work alongside my father as part of a family advisory practice at Investment Center Advisor Group in Loveland, Colorado. Before joining the firm, I worked with Jackson supporting advisors across the east coast, gaining experience in retirement income planning, tax strategies, and estate planning.OUTSIDE THE OFFICE:You’ll usually find me golfing, traveling with my husband, Liam, cooking, or cheering on the Kansas Jayhawks.READY TO CONNECT?Visit growwithica.com to learn more.
Experience
Financial Advisor
Investment Center Advisor Group
May 2024 — Present · Loveland, CO, US
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Education
W. P. Carey School of Business – Arizona State University
Bachelor of Science - BS, Finance
2016 — 2020
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