Financial Advisor

lzagame@lincolninvestment.com

28 Years of Experience in the financial services industry

Lee has been a financial planner for over 28 years. He is an Investment Adviser Representative with Lincoln Investment and Certified Financial Planner™ CFP. He received his bachelor’s degree from the State University of New York (Baruch college) in Accounting & Taxation and his MBA in Finance & Investments. Lee is also a qualified Income Tax practitioner with over 35 years experience in the field of Tax Planning and Preparation, a natural compliment to Investment Planning. Lee’s objective is to establish a long-term financial relationship with clients and assist them in all facets of financial planning. He believes establishing a "person partnership" is very important in the financial planning process; and is essential in helping someone achieve their financial goals.