Karen J. Lee of Karen Lee and Associates, LLC in Atlanta, Georgia offers financial planning services through her affiliation with Securities America Advisors, Inc. She is a CERTIFIED FINANCIAL PLANNER™ professional and has earned her Chartered Life Underwriter and Chartered Financial Consultant designations. She holds a Master of Architecture from Tulane University and a Master of Science in Financial Services from the American College. She also holds the Accredited Estate Planner designation.
Karen has worked in the financial services industry since 1987. During this time she has worked with hundreds of families, individuals, and small businesses in helping them to achieve their financial dreams. She has the comprehensive education and experience to handle all aspects of a person’s financial situation. As evidence of this, Karen holds various licenses and registrations in the areas of insurance, securities, and investment planning.
Karen Lee and Associates is a proud member of Integrated Financial Group, a consortium of independent financial advisors. This group of financial planners share their knowledge, tools, and experiences to benefit the clients of the entire consortium.
Karen’s passion for helping people achieve their life’s goals has moved her to reach an audience beyond her practice. She is a frequent guest on CNN Newsroom and her articles have appeared in both industry and consumer publications, including Kiplinger’s, Forbes, CNBC, MSNBC, Huffington Post, Parenting Magazine and Working Mothers Magazine. Karen also is in demand as a speaker, appearing both at industry and consumer events.
She has recently published her first book titled; It’s Just Money, So Why Does It Cause So Many Problems? In this “Chicken Soup for the Soul” style book, Karen teaches how our relationship with money can be our greatest tool to financial success, or our worst enemy.
Karen and her family have lived in the Atlanta area since 1990. In addition to her financial planning practice, Karen enjoys speaking and teaching financial strategies to different groups. She is a member of the Financial Planning Association and the National Estate Planning Council. Karen and her husband, Ken, currently live in Roswell, GA., with their son, Daniel, and daughter, Julia, and many pets. Karen and her family enjoy sailing, boating, running, reading, and all outdoor activities.