James Lee, CFP®, is a dedicated Financial Advisor known for his thoughtful guidance, analytical mindset, and unwavering commitment to helping clients build confident, long‑term financial strategies. As a CERTIFIED FINANCIAL PLANNER™ professional, James brings one of the industry’s most respected credentials to his work, offering clients a high level of technical expertise, ethical responsibility, and comprehensive planning insight.
Quote: “For me, financial advice is about more than strategy. It’s about understanding people, earning trust, and helping them move forward with clarity and peace of mind.”
Originally from Centerville, James grew up with a strong sense of community and a deep appreciation for helping others—a foundation that ultimately shaped his approach to financial advising. He later graduated from The Ohio State University with a bachelor's degree in Psychology, a background that enhances his ability to understand clients’ motivations, behaviors, and long‑term goals. This unique combination of financial knowledge and human insight allows James to deliver personalized, strategic guidance that meets clients where they are and supports them through every stage of their financial journey.
Outside of his work, James enjoys staying active. You can often find him on the golf course refining his swing or in the gym weightlifting. These hobbies reflect his disciplined, goal‑oriented approach—both personally and professionally—as well as his belief in continuous improvement.
CRD#: 7551382
Member Center Locations: Beavercreek, Kettering and Xenia
CFP Board owns the marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.