James Lee, CFP®, CRPC®, AIF®
2023 FPA President
James Lee, CFP®, CRPC®, AIF®, currently serves as the volunteer president of the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.
Lee is president of Lee Investment Management in Saratoga Springs, NY, and believes strongly in the value of financial planning and strives to move the profession forward through volunteer efforts with FPA.
Lee has been a member of FPA for over 20 years and served on the board of directors of the FPA of Northeastern New York for seven years. He is a founding member of the FPA Council of New York, and past Chair of FPA's Legislative and Regulatory Issues Committee (LRIC). In addition to his work with FPA, Lee has served on the board of directors of The Prevention Council, Saratoga Arts and the Saratoga Youth Lacrosse Association. He also served as a member of the Town of Greenfield's Planning board and Board of Assessment Review. Lee currently serves as the Administrator of Greenfield's Economic Development Revolving Loan Fund.
Lee earned his Bachelor of Arts degree in Economics from the University of Virginia.