Philip Lee, CFP®

Philip brings over 24 years of experience in financial planning and investment management.  After five years as a congressional aide and a decade in healthcare he changed careers in 2001, joining a large RIA firm to pursue his passion for working directly with individuals and families, guiding them through life changes and helping them achieve their financial goals.  He joined Financially in Tune in 2016.

He is a long-time member of the National Association of Personal Financial Advisors (NAPFA), where he previously served as Treasurer, President, and Chair of the Northeast/Mid-Atlantic Regional Board. NAPFA is the country’s leading association of Fee-Only financial advisors, known for its commitment to client-first, fiduciary advice.

Philip earned a BA in Economics from Kalamazoo College and completed the Certificate in Financial Planning from Boston University. He has been a CERTIFIED FINANCIAL PLANNER™ professional since 2004.

He has volunteered time for several 501(c)(3) nonprofit organizations including: Treasurer for the Clifton Improvement Area, an organization committed to the preservation and use of Beach Bluff Park located in Swampscott and Marblehead.

Originally from New York’s mid-Hudson Valley, Philip now lives in Marblehead, Massachusetts with his wife. They have three grown children successfully "launched", each with careers in Tech, Game Art design and as a commercial electrician. He enjoys gardening, hiking (including completing all 48 of New Hampshire’s 4,000-foot peaks), classical and jazz music, travel, and supporting the arts and is also a beekeeper.His financial insights have been featured as a selected financial planner in the Boston Globe’s “Money Makeover” series (now discontinued).