Lee Richlin, CFP® CPWA® CIMA®, is a Vice President and Financial Consultant who aids clients in understanding their financial landscape and planning for the future. With extensive experience in the financial services sector, Lee works with high-net-worth individuals on retirement planning, investment strategies, and tax-efficient solutions. Prior to their current role, they held positions at Fidelity Investments and Vanguard, where they developed skills in client relationship management and asset management. Lee earned a Bachelor of Arts, Cum Laude, in Organization and Management Studies from Gettysburg College.
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