Lance Lehman

Lance Lehman, MBA, CFP®, CIMA®, CPWA®, is currently the Vice President and Senior Wealth Adviser at Compound Planning, where they focus on comprehensive wealth management for discerning clients. Previously, they served as a Senior Wealth Advisor at ARS Wealth Advisors, LLC, and held various roles at Fisher Investments. With a background in financial planning and client management, Lance employs a holistic and client-centric approach to wealth advisory. They are also an award-winning author and presenter, reflecting their expertise in the field.