Member Manager | Financial and Long Term Care Planning@ MPC Wealth Management
Orlando, Florida, United States
Nikki Lee
GET FULL PROFILE 
University of Central Florida
Real-Time AI Research
FlashIntel GPT
Tell me more about Nikki Lee?
FlashIntel GPTNikki Lee is a highly experienced professional with 39.2 years of work experience in the field of long term care and wealth management. She is skilled in small business and securities, and has a strong background in securities. Based in Orlando, Florida, Nikki is passionate about long-term care planning and believes in the importance of incorporating life events into a well-designed financial plan. She is a CFP and partner at MPC Wealth Management, a financial planning firm that customizes every financial plan based on each situation. With her banking experience and CFP certification, Nikki is a valuable asset in the financial industry.
For inquiries about Phone Number and Email, please click here Unlock Contact
Emails and Phone Numbers
About
Long term care planning has become a passion for Christina from her personal experience with her Mom, Xiomara Cuellar, as she understands the challenges of being a caregiver. Realizing that a number of life events can derail even the best thought‐out retirement plans, Christina is a strong advocate for having a robust long‐term care plan that adds another pillar to a well‐ designed financial plan. As a CFP® and a partner at MPC, an independent financial planning firm, she customizes every financial plan based on each individual situation while incorporating long term care planning. Christina’s banking experience and CFP® certification gives her a unique understanding of the financial challenges’ women face from life circumstances related to long‐term event. Contact Information: MPC 800 Magnolia Ave., Suite 1825 Orlando, FL 32803 E: [email protected] T: (407) 246-1515 F: (407) 246-1675 www.finra.org| www.sipc.org
...See MoreWork Experience
Member Manager | Financial and Long Term Care Planning
Partner
Partner
Financial Services
Nikki Lee's Professional Milestones
- Various Positions (1984-07-01~1986-08-01): Successfully facilitated a seamless transition into a diverse group of employees, achieving highest levels of satisfaction and satisfaction.
- Financial Advisor (1986-08-01~1998-01-01): Provided effective financial advice and recommendations, contributing to the growth of the company's financial performance.
Education
Business/finance
Skill
Long Term Care
Wealth Management
Small Business
Securities
Wealth Management Services
Retirement Planning
Asset Protection
Investments
Risk Management
Retirement
Strategic Financial Planning
Wealth
Money Management
Financial Planning
Leadership
Life Insurance
Small Business Lending
Term Life Insurance
Comprehensive Wealth Management
Certification
Colleagues
Other Named Nikki Lee
Frequently asked questions
We found 2 Nikki Lee's email addresses
We found 1 Nikki Lee's phone numbers
Nikki Lee works for MPC Wealth Management
Nikki Lee's role in MPC Wealth Management is Member Manager | Financial and Long Term Care Planning
Nikki Lee works in the industry of Financial Services
Nikki Lee's colleagues are David Maze,Maxine Ferber,Nicholas Manson, CFP®
Nikki Lee's latest job experience is Member Manager | Financial and Long Term Care Planning at MPC Wealth Management
Nikki Lee's latest education in University of Central Florida
