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Lee Frush, Cfp® Email & Phone Number
CERTIFIED FINANCIAL PLANNER (TM) Independent Private Wealth Management and Planning
at
Cornerstone Financial Management, LLC
2 work emails found
@metlife.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
CERTIFIED FINANCIAL PLANNER (TM) Independent Private Wealth Management and Planning
Location
Atlanta, Georgia, United States
Who is Lee Frush, Cfp®? Overview
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Quick answer
Lee Frush, Cfp® is listed as CERTIFIED FINANCIAL PLANNER (TM) Independent Private Wealth Management and Planning at Cornerstone Financial Management, LLC, based in Atlanta, Georgia, United States. AeroLeads shows a work email signal at metlife.com and a matched LinkedIn profile for Lee Frush, Cfp®.
Lee Frush, Cfp® previously worked as Manager - US Business - Retirement & Benefit Funding - Insurance Separate Accounts for Pensions at Metropolitan Life Insurance Company and Associate Brokerage Director at Massmutual Financial Group. Lee Frush, Cfp® holds Certificate In Financial Planning, School Of Continuing And Professional Studies from Nyu.
Company email context
Email format at Cornerstone Financial Management, LLC
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*@metlife.com
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AeroLeads found 2 current-domain work email signals for Lee Frush, Cfp®. Compare company email patterns before reaching out.
Profile bio
About Lee Frush, Cfp®
Utilizing my more than 30 years of experience in the investment and insurance arena as a fully independent private wealth manager and planner. Services include financial planning and coaching, investment management, small business employee benefits, retirement planning, succession planning and asset protection. We also have in-house legal services for wills, trusts and estate administration. Investment Advisory services are offered through Cornerstone Financial Management LLC.. A prior licensed securities broker with FINRA since 1987 holding a series 7, 24 and 63. No longer offering commissioned securities. Some insurance contracts such as long term care policies do still pay commission if needed.
Listed skills include Retirement Planning, Fixed Annuities, Retirement, Investments, and 46 others.
Current workplace
Lee Frush, Cfp®'s current company
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Cornerstone Financial Management, Llc
Website
AeroLeads page
8 roles · 38 years
Lee Frush, Cfp® work experience
A career timeline built from the work history available for this profile.
Certified Financial Planner (Tm) Independent Private Wealth Management And Planning
Affiliated with Cornerstone Financial Management, LLC (a registered investment advisor) and McCrary & Associates, P.C. (a business, real estate and estate planning law firm) located at 275 14th street NW, suite 200 in West Midtown Atlanta near Atlantic Station. On a fee basis, we offer personal and business retirement plans, strategic financial planning, asset management, retirement income strategies, succession planning , tax deferral strategies and life insurance. Personal and retirement accounts are held at Fidelity Wealth Services. If your retirement account at work is already with Fidelity, we can help you manage those assets within your company's plan. We can also assist with roll-overs to reduce headaches and simplify.For our business clients we specialize in defined benefit or contribution plans. We can help you maximize tax deductions while creating incentives and securing a strong retirement.We have an in-house legal team who can assist with wills, power of attorney, living wills and estate administration.
Manager - Us Business - Retirement & Benefit Funding - Insurance Separate Accounts For Pensions
Advanced through 2 positions with this global provider of insurance, annuities and employee benefits. Led Separate Accounts Team of 8 administering $50B across 200 accounts. Liased between pension annuity contractholders, investment managers, sales team and senior management. Regional Long Term Care Insurance Consultant for AARP/MetLife LTC Program.
2005 - 2012
~7 yrs
Associate Brokerage Director
Provided wholesaling of life, annuity and long-term care insurance products to regional captive and independent producers.
2004 - 2005
~1 yr
Regional Vp Southeast - Wholesaler
Atel Capital Group
Sold in a 10-state Southeastern territory; trained and presented to independent financial planners and their broker/dealers.
2002 - 2004
~2 yrs
Regional Vp Southeast - Wholesaler And Account Manager
Essex Corporation
Wholesaler of life insurance, fixed/variable annuities while managing a team of 5 wholesalers in the bank platform arena. Accounts included SouthTrust, Compass Bank and TrustMark Bank plus other Southeast community banks. Certified Trainer for two day fixed annuities class, ROTH IRA and IRA.
1999 - 2002
~3 yrs
Regional Vp Southeast - Wholesaler
Inland Re Group And Captec Financial Group
Direct Investment Real Estate Investment Trust (REIT) wholesaler to the independent financial planner channel.
1997 - 1999
~2 yrs
Vice President / Principal – Broker Dealer Recruiter / Operations Manager
Buckhead Financial
Executive oversight for the operations & compliance of an independent broker/dealer along with recruitment and product support for the producers.
1989 - 1995
~6 yrs
3 education records
Lee Frush, Cfp® education
Certificate In Financial Planning, School Of Continuing And Professional Studies
Bba, Finance - Portfolio Theory Concentration
Education record
FAQ
Frequently asked questions about Lee Frush, Cfp®
Quick answers generated from the profile data available on this page.
What company does Lee Frush, Cfp® work for?
Lee Frush, Cfp® works for Cornerstone Financial Management, LLC.
What is Lee Frush, Cfp®'s role at Cornerstone Financial Management, LLC?
Lee Frush, Cfp® is listed as CERTIFIED FINANCIAL PLANNER (TM) Independent Private Wealth Management and Planning at Cornerstone Financial Management, LLC.
What is Lee Frush, Cfp®'s email address?
AeroLeads has found 2 work email signals at @metlife.com for Lee Frush, Cfp® at Cornerstone Financial Management, LLC.
Where is Lee Frush, Cfp® based?
Lee Frush, Cfp® is based in Atlanta, Georgia, United States while working with Cornerstone Financial Management, LLC.
What companies has Lee Frush, Cfp® worked for?
Lee Frush, Cfp® has worked for Cornerstone Financial Management, Llc, Metropolitan Life Insurance Company, Massmutual Financial Group, Atel Capital Group, and Essex Corporation.
How can I contact Lee Frush, Cfp®?
You can use AeroLeads to view verified contact signals for Lee Frush, Cfp® at Cornerstone Financial Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Lee Frush, Cfp® attend?
Lee Frush, Cfp® holds Certificate In Financial Planning, School Of Continuing And Professional Studies from Nyu.
What skills is Lee Frush, Cfp® known for?
Lee Frush, Cfp® is listed with skills including Retirement Planning, Fixed Annuities, Retirement, Investments, Wealth Management, Insurance, Estate Planning, and Employee Benefits.
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