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Our financial advice team


Donald Lee

Donald Lee

CFP®, CRPC®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
AGP Wealth Advisors
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Family Finances
  • Insurance
  • Tax Planning Strategies
  • Investments

Interests

Favorite places to travel: Hawaii, Hong Kong and Thailand.

China: the people, the culture, and the food. I developed a deep appreciation for China after living 10 years in Hong Kong doing mission work.

Reading: historical fiction, Civil War and World War II history.

Choral music: tenor part

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BSE, Biomedical/Electrical Engineering, Duke University, Durham, NC

Community participation

HOPE worldwide volunteer:

    • canvassed high risk neighborhoods to provide fire prevention education.
    • provided vaccination education for at risk children.

Families with Children from China (both my children are adopted from China).