Elaine Lee, CFP®
Wealth Management Advisor
Elaine joined Summit Place in 2016 after spending several years with a nearby firm. Elaine was drawn to our unique approach to wealth management, offering our clients comprehensive financial expertise along with concierge service. This approach resonated with her as she looked back on her earlier executive career in which she saw so many executives missing the value of a qualified financial advisor.
Elaine shares, “As my parents came to the ‘land of opportunity,’ it was ingrained in me that obtaining a good education was paramount and delaying gratification was a virtue. With this mindset, I spent my first paycheck wisely but also saved for my future. Years later, as president and chief operating officer working with global brands, I was executing strategic growth plans and managing multi-million dollar budgets, but I wasn’t paying attention to my own growing wealth. Looking back, I wish I had a trusted financial professional helping guide my personal financial decisions when I was an executive; I was strapped for time and didn’t have the expertise to make the best strategic investment decisions for my long-term goals. There’s a huge opportunity cost associated with not taking advantage of all the financial planning disciplines as you are accumulating your wealth. Investments, risk management, taxation, retirement and estate planning all work together to make sure you are positioned to achieve your long-term goals; I’ve realized this is essential for successful executives.”
Elaine decided to redirect her business executive and life experiences to help people achieve their life goals. As an executive, she understands the challenges of balancing a demanding career and family. As a CFP®, she adds value for her clients by helping them make sound decisions on complex financial matters.
Elaine is a member of the Financial Planners Association (FPA) and the Elks Lodge. She volunteers for Dress for Success where she is on the Professional Women’s Group committee. Elaine earned her B.S. in business administration and marketing from New York University’s Stern School of Business. Currently, she resides in Morris County with her husband and two daughters.
You can reach Elaine at firstname.lastname@example.org