Lee Giobbie, CFP®, CFA, CLTC®, CKA®

As a CERTIFIED FINANCIAL PLANNER (CFP) professional, I specialize in strategic financial planning and customized retirement income solutions. I believe that the key to financial success centers around long-term planning, and that financial contentment is attainable regardless of your current salary or net worth. I strive to maintain an unwavering focus on building long-lasting relationships based on integrity and trust, and in providing objective advice that is both easy to understand, and to implement. I work with successful executives, business owners, individuals and families. • Retirement Planning Strategies • Retirement Income Strategies • Investment Management • Saving for Education • Insurance • Charitable Giving • Executive Compensation and Benefit Strategies • Intergenerational Planning • Estate Planning Strategies • Business Retirement Plans My practice is centered around helping you build legacies for the ones you love and the causes you care about. This requires me to have a deep understanding as to your unique needs and objectives, and I feel this is the best (and only) way to truly serve clients. Lee Giobbie, CFP®, CFA, CLTC®, CKA® Financial Advisor Certified Kingdom Advisor Stewardship Financial Services, a financial advisory practice of Ameriprise Financial Services, LLC 617A Station Avenue Haddon Heights, NJ 08035 856.617.6114 [email protected]