Malik S. Lee, Cfp®, Cap®, Apma®

Malik S. Lee, Cfp®, Cap®, Apma® Email and Phone Number

Managing Principal | Philanthropic Advisor | Financial Speaker | Financial Writer | Board of Directors for CFP Board @ Felton & Peel Wealth Management
Malik S. Lee, Cfp®, Cap®, Apma®'s Location
Atlanta, Georgia, United States, United States
Malik S. Lee, Cfp®, Cap®, Apma®'s Contact Details

Malik S. Lee, Cfp®, Cap®, Apma® work email

Malik S. Lee, Cfp®, Cap®, Apma® personal email

n/a
About Malik S. Lee, Cfp®, Cap®, Apma®

I'm Malik Lee, and as the Managing Principal of Felton & Peel Wealth Management, my mission is to bring positive change to the way financial advice and literacy is delivered. As a CERTIFIED FINANCIAL PLANNER™, I believe in and advocate for adhering to the fiduciary standard when partnering with clients. I’m proud to utilize my nearly two decades worth of experience and expertise to help change people’s financial lives for the better.It brings me great joy to share my natural talent for finances, combined with my experience and professional designations, to help deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. Throughout my career I’ve benefitted from working with some of the greatest minds in financial planning, insurance and investments, at some of the most reputable institutions in the world. In Felton & Peel, I have taken those experiences to give our clients what I believe is an extremely well balanced and thorough financial experience.I am a Chartered Advisor in Philanthropy®, and member of the Philanthropic Advisor Leadership Institute (PALI). I am deeply committed to contributing to both my professional and local communities, and regularly work with a wide variety of charities and organizations.The content posted to this site and any other Felton & Peel social networking site is for informational and educational purposes only. The information should not be considered legal or tax advice or be relied upon as investment advice or recommendations. We may, as a convenience, provide links to third-party sites or other related content. The existence of any such link does not constitute the adoption of such views nor endorsement of the third-party site or its content. The information herein or contained in any third-party linked site is applicable as of its date and such information is subject to change any time, based on market conditions or other factors.

Malik S. Lee, Cfp®, Cap®, Apma®'s Current Company Details
Felton & Peel Wealth Management

Felton & Peel Wealth Management

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Managing Principal | Philanthropic Advisor | Financial Speaker | Financial Writer | Board of Directors for CFP Board
Malik S. Lee, Cfp®, Cap®, Apma® Work Experience Details
  • Felton & Peel Wealth Management
    Managing Principal
    Felton & Peel Wealth Management Oct 2018 - Present
    Atlanta, Georgia, Us
    We are financial planners making a difference. Over our collective 50+ years of experience, we’ve witnessed the tidal wave-like shift in the financial services industry that has swept in the need for a more authentic and transparent approach. The days are numbered for the investment brokers on commission and insurance salespeople using “financial plans” to sell unaffordable policies. Instead, this next generation of professionals offers financial planning on a fiduciary, fee-based platform.Excited by this seismic shift in thought and delivery, and being the pro-active planners we are, we seized the opportunity for us to come together and deliver the best kind of financial planning we possibly can. Gathering our wealth of expertise and passion, we launched Felton & Peel Wealth Management, and are proud to lead the way in creating a new and responsive path towards your financial empowerment.Isn’t it counterintuitive that in order to have access to a CERTIFIED FINANCIAL PLANNER™, you need to first have significant assets? Well, we thought so too. That’s why we take a different approach. We believe that the flexibility and transparency of our subscription-based costs, matched with the rich diversity of our client base, plays an integral role in enabling us to help shape the financial future of our communities.From millennials to baby boomers, small business owners, educators, executives, dual and single parent families, non-profit organizations and local associations, our client base covers a wide cross-section of people from emerging affluents to the wealthy. Rest assured that, no matter your financial life phase, Felton & Peel will be holding your hand the entire way. You are not just a number to us and our first question is never “How much do you have in assets?”. Instead, we ask “What brings you here today and how can we help?”
  • Henssler Financial
    Associate
    Henssler Financial Aug 2013 - Sep 2018
    Kennesaw, Ga, Us
    Henssler Financial is a financial planning and money management firm with assets under advisement of more than $1 billion dollars. Some of my responsibilities for the firm include managing client accounts on a day-to-day basis, analyzing client data and providing recommendations based on the firm's strict investment criteria.
  • Felton & Peel Wealth Management
    Managing Partner
    Felton & Peel Wealth Management Aug 2009 - Dec 2013
    Providing comprehensive financial planning to individuals and small business ownersAdvising clients in areas such as Investment & Wealth Preservation, Retirement & Income Distribution, Tax & Estate, Charitable Giving, Insurance & Risk Management, Business Ownership & Succession, and Executive Benefits Planning. Providing financial wellness seminars in the planning areas mentioned above for affluent individuals and business owners. In addition to the members and employees of Credit Union of Atlanta, AFSCME Union, and the City of Atlanta.
  • Metlife
    Investment Advisor Representative
    Metlife Oct 2008 - Feb 2011
    New York, Ny, Us
    Advised clients on financial strategies such as business continuation/succession, tax planning, life insurance, disability insurance, retirement planning, & estate planning.
  • Merrill Lynch
    Financial Advisor
    Merrill Lynch Nov 2007 - Aug 2008
    New York, Ny, Us
    Managed accounts for affluent individuals with account sizes $100,000 and above.

Malik S. Lee, Cfp®, Cap®, Apma® Skills

Estate Planning Financial Advisory Plannning Financial Planners Public Speaking Fixed Annuities Executive Benefits Planning Insurance Retirement Planning Financial Planning Wealth Management Services Iras 529 Plans Investments Relationship Management Income Distribution Planning Mortgage Lending Finance Education Planning Roth Ira Financial Services Wealth Management Life Insurance Mutual Funds Business Planning Strategic Financial Planning Uniform Combined State Law High Net Worth Individuals Risk Management Financial Goals College Savings Plans Wealth Accumulation Certified Financial Planner Long Term Care Disability Insurance Charitable Planning Wealth Personal Financial Planning Small Business 401k Rollovers Personal Finance Term Life Insurance Retirement Series 65 Income Series 7 Employee Benefits Securities

Malik S. Lee, Cfp®, Cap®, Apma® Education Details

  • Morehouse College
    Morehouse College
    General
  • The American College Of Financial Services
    The American College Of Financial Services
    Charitable Giving And Philanthropy
  • Oglethorpe University
    Oglethorpe University
    Financial Planning And Services

Frequently Asked Questions about Malik S. Lee, Cfp®, Cap®, Apma®

What company does Malik S. Lee, Cfp®, Cap®, Apma® work for?

Malik S. Lee, Cfp®, Cap®, Apma® works for Felton & Peel Wealth Management

What is Malik S. Lee, Cfp®, Cap®, Apma®'s role at the current company?

Malik S. Lee, Cfp®, Cap®, Apma®'s current role is Managing Principal | Philanthropic Advisor | Financial Speaker | Financial Writer | Board of Directors for CFP Board.

What is Malik S. Lee, Cfp®, Cap®, Apma®'s email address?

Malik S. Lee, Cfp®, Cap®, Apma®'s email address is ma****@****eel.com

What schools did Malik S. Lee, Cfp®, Cap®, Apma® attend?

Malik S. Lee, Cfp®, Cap®, Apma® attended Morehouse College, The American College Of Financial Services, Oglethorpe University.

What skills is Malik S. Lee, Cfp®, Cap®, Apma® known for?

Malik S. Lee, Cfp®, Cap®, Apma® has skills like Estate Planning, Financial Advisory, Plannning, Financial Planners, Public Speaking, Fixed Annuities, Executive Benefits Planning, Insurance, Retirement Planning, Financial Planning, Wealth Management Services, Iras.

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