728x90
my iParenting
From Our Sponsors
e-newsletters
Sign up to receive our free weekly e-newsletters

new terms of use
new privacy policy
award-winning products
The iParenting Media Awards program helps parents find the best products for their families.

Lifestyle Q & A Forum
Panelist Profile
Dee Lee, CFP, MBA
Certified Financial Planner/Registered Investment Advisor
Harvard Financial Educators
Financial Planning Expert
lifestyle

Education of the financial consumer is the objective of my company, Harvard Financial Educators. Harvard Financial Educators focuses on educating and motivating the financial consumer to take charge of their finances and to begin to plan for their future.

lifestyle

Dee Lee is a Certified Financial Planner and a Registered Investment Advisor with the state of Massachusetts. She received a diploma in Financial Planning from Boston University and received her MBA from Simmons College. Dee dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer.

Book: The Complete Idiot's Guide to 401(k) PlansDee has penned several workbooks for her clients and her newest book, The Complete Idiot's Guide to 401(k) Plans (Macmillan), is now in the bookstores. Her weekly newspaper columns on personal finance appear in the Boston Herald business section every Sunday under the titles Money Q&A and The Money Manager. Because of her broad financial knowledge base, Dee is often consulted as a financial expert for many of Boston's TV and radio stations. She is now writing the Your Personal Financial Planner column for Mutual Funds Interactive, a great website for investors of all levels.

Dee is a member of the Institute of Certified Financial Planners and serves on the Board of Directors for the Institute. Dee also holds a membership in NAPFA, the National Association of Personal Financial Advisors.

Dee's newspaper and magazine credits include a feature in the New York Sunday Times, quoted as a resource in USA Today, Fortune, Money, Kiplinger's Personal Finance, Fidelity Focus, Financial Services Week, Financial Planning, Smart Money, Worth, Employee Benefit News, Human Resource Executive, Mutual Funds, Fidelity's Stages and The Wall Street Journal.

lifestyle