Karen Lee & Associates LLC is a family-owned, multigenerational financial planning firm based in Atlanta, GA. They are dedicated to guiding individuals and families through the complex world of personal finance, helping them plan for the life they wish to lead and achieve financial success for themselves and their loved ones.
With a team of experienced professionals, including Karen Lee, a CERTIFIED FINANCIAL PLANNER with over three decades of experience, they offer comprehensive financial planning services and aim to create custom plans that align with their clients' goals and fulfill the needs of future generations. Karen Lee & Associates LLC believes in the power of a healthy relationship with money and strives to empower their clients to make sound financial decisions that lead to confidence and long-term financial well-being.
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