Randy Lee focuses his financial planning practice on assisting business owners with complex financial issues that require attention to detail, personalized solutions and prompt service that are Randy’s hallmark. He also specializes in the unique needs of executives, doctors, and real estate investors. By nature a thorough and detail-oriented person, Randy coordinates closely with clients’ other financial advisors and develops comprehensive financial plans that cover various aspects of an individual’s financial life. His goal is to be the personal chief financial officer for each client he serves. Randy is a former Surface Warfare Officer in the United States Navy and has served as an engineer for a Fortune 500 specialty chemical company. He earned his bachelor’s degree in mechanical engineering from Vanderbilt University and his master’s in finance from Golden Gate University in San Francisco. LICENSES & CERTIFICATIONS: Certified Financial Planner™ practitioner, CFP® Licensed Insurance Agent ADVANCED DEGREES: Master of Science in Finance (MS)

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