Daniel Lee

At Karen Lee and Associates, years of experience allow us to guide you in the multitude of financial decisions you will make in your life. We are dedicated to providing individually tailored strategies and exceptional service for all your financial needs. We adhere to a foundation of guiding principles and disciplined approaches in helping our clients make financial and investment decisions. You will receive the education, guidance and support you need to make the best financial decisions for you with the goal of making your dreams come true! My personal initiative is to advise my clients as if I were advising a member of my family. I promise to hold myself to the highest of standards, always do what is in the best interest of the client, and carry myself with a positive attitude and integrity that will be continually exhibited by my words and my actions. I look forward to helping you plan for your life! "We do less than we ought, unless we do all that we can." -Thomas Carlyle "The greatest gift in life is the joy of work, and the greatest value you should have is loving the people in your community and serving them." - Henry J. Kaiser I believe in 3 Es and 3 Ps: Educating, Encouraging, and Empowering. Passion, Philosophy, and Purpose. Studied Certified Financial Planning™, CFP® at UGA Terry College of Business; Graduated University of Tennessee at Knoxville; Former President Alpha Epsilon Pi UTk Chapter; Active Board Member of the UT Alumni Atlanta Chapter; Active Member of the Fundraising Committee of the Young Professional Advisory Council to the Drake House 503(c); Active Member of the Children’s Healthcare of Atlanta Legacy Advisor Program. Http://karenleeandassociates.com/about-daniel.html