DOPE CFO Certified Advisors
Lee Generous, CFP®, ChFC®, EA is the founder and facilitator of Generous Wealth Management, an independent firm based in Massachusetts since November 2021, offering comprehensive financial planning and portfolio management services. In addition, Lee serves as a franchise owner of DOPE CFO Certified Advisors, focusing on financial compliance in the cannabis and CBD/hemp industry. As a member of the National Association of Personal Financial Advisors (NAPFA), Lee upholds the highest fiduciary and competency standards in financial planning. Previous roles include consultant at Safe Harbor Tax & Payroll, wealth advisor at Independent LPL Office, business owner at Easy Honest Sales, and various positions at Fidelity Investments and Plymouth Rock Assurance Corp. Lee holds a BA in Economics and Political Science from the University of Massachusetts Amherst and a Certificate in Financial Planning from Boston University.
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DOPE CFO Certified Advisors
Cannabis Accounting and Tax Services DOPE CFO Certified Advisors provides rock solid cannabis accounting and tax solutions for a wide range of businesses in the cannabis and CBD/hemp industry. There’s no smoke and mirrors here… our proven methods are based on real-world industry experience, solid knowledge, and a passion for our clients’ success. What that translates to for our clients are attributes like easier access to investor capital, a better handle on day-to-day as well as long-range business management, navigating state or federal audits with confidence, and improved cash flow. That means as a business owner more money stays in your pocket, you’re better able to manage and grow your business the way you want to, and you can benefit from the peace of mind that comes with long-term stability and sustainability in a dynamic industry with ever-changing tax regulations. Our DOPE CFO Certified Advisors pride themselves on cultivating long-term professional relationships with every client we serve. From brand new startups to well-established businesses, our goal is to provide the industry-specific accounting and tax services that you need to grow your business with confidence and sustainable success. Cannabis Accounting, 280e Tax & CFO Services Discover the positive difference it makes when you work with a DOPE CFO Certified Advisor that understands what you do.