Elijah Lee PPC®
Elijah's career objective is to build wealth and expand financial literacy in his community and the clients he works with.
Elijah started his career in finance in Denver, CO as a representative with Fidelity Investments, eventually moving to Empower Retirement and working as an Investment Advisor for large corporate retirement plans. In this role, he was responsible for the growth and investment advice of various company plans which included Apple, Southwest Airlines, and JP Morgan.
At Lee Wealth Management he specializes in capital preservation and growth strategies for individuals, families, and business owners.
Within the community he is an active member on the Investment Board & the Foundation Board for Exceptional Persons, Inc. Elijah also volunteers locally, teaching financial literacy through Junior Achievement.
