Lee Sasser, CFP®, BPC has 15 years of experience and has been educating Northeast Florida residents on personal finance and retirement planning strategies. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years.
He provides comprehensive financial planning strategies to pre-retirees and retired individuals, helping them achieve total wealth optimization and a reliable income source in retirement. Lee ensures that every client walks away feeling at ease and content about their future.
Lee holds the following licenses: Health and Life Insurance, Series 66. When he is not helping his clients, he loves spending time with his wife, Tiffany, and their 2 children, Jack and James. Together, they enjoy watching Jaguars football games attending their children’s various sporting events and boating.