Malik S. Lee
Managing Principal @Felton & Peel Wealth Management
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WORK HISTORY
Managing Principal @Felton & Peel Wealth Management
Atlanta, GA, US
We are financial planners making a difference. Over our collective 50+ years of experience, we’ve witnessed the tidal wave-like shift in the financial services industry that has swept in the need for a more authentic and transparent approach. The days are numbered for the investment brokers on commission and insurance salespeople using “financial plans” to sell unaffordable policies. Instead, this next generation of professionals offers financial planning on a fiduciary, fee-based platform.Excited by this seismic shift in thought and delivery, and being the pro-active planners we are, we seized the opportunity for us to come together and deliver the best kind of financial planning we possibly can. Gathering our wealth of expertise and passion, we launched Felton & Peel Wealth Management, and are proud to lead the way in creating a new and responsive path towards your financial empowerment.Isn’t it counterintuitive that in order to have access to a CERTIFIED FINANCIAL PLANNER™, you need to first have significant assets? Well, we thought so too. That’s why we take a different approach. We believe that the flexibility and transparency of our subscription-based costs, matched with the rich diversity of our client base, plays an integral role in enabling us to help shape the financial future of our communities.From millennials to baby boomers, small business owners, educators, executives, dual and single parent families, non-profit organizations and local associations, our client base covers a wide cross-section of people from emerging affluents to the wealthy. Rest assured that, no matter your financial life phase, Felton & Peel will be holding your hand the entire way. You are not just a number to us and our first question is never “How much do you have in assets?”. Instead, we ask “What brings you here today and how can we help?”
EDUCATION
Oglethorpe University
Certificate in Financial Planning, Financial Planning and Services
The American College of Financial Services
CAP® designation (Chartered Advisor in Philanthropy), Charitable Giving and Philanthropy
Morehouse College
Bachelor of Arts (B.A.), Finance, General
ABOUT MALIK S. LEE
I\'m Malik Lee, and as the Managing Principal of Felton & Peel Wealth Management, my mission is to bring positive change to the way financial advice and literacy is delivered. As a CERTIFIED FINANCIAL PLANNER™, I believe in and advocate for adhering to the fiduciary standard when partnering with clients. I’m proud to utilize my nearly two decades worth of experience and expertise to help change people’s financial lives for the better.It brings me great joy to share my natural talent for finances, combined with my experience and professional designations, to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. Throughout my career I’ve benefitted from working with some of the greatest minds in financial planning, insurance and investments, at some of the most reputable institutions in the world. In Felton & Peel, I have taken those experiences to give our clients what I believe is an extremely well balanced and thorough financial experience.I am a Chartered Advisor in Philanthropy®, and member of the Philanthropic Advisor Leadership Institute (PALI). I am deeply committed to contributing to both my professional and local communities, and regularly work with a wide variety of charities and organizations.The content posted to this site and any other Felton & Peel social networking site is for informational and educational purposes only. The information should not be considered legal or tax advice or be relied upon as investment advice or recommendations. We may, as a convenience, provide links to third-party sites or other related content. The existence of any such link does not constitute the adoption of such views nor endorsement of the third-party site or its content. The information herein or contained in any third-party linked site is applicable as of its date and such information is subject to change any time, based on market conditions or other factors.
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