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Press Release
04/01--Lee Certified by CFP® Board of Standards
 Boston/Wakefield, Mass. - Philip C. Lee, Associate, Back Bay Financial Group (BBFG), recently earned his Certified Financial Planner ™ (CFP®) from the CFP Board of Standards. Lee, who has been with BBFG for three years, is one of five Certified Financial Planners at the firm. The firm is located on 745 Boylston Street in Boston and 607 North Avenue, in Wakefield.
Certification identifies those who have met rigorous work experience and ethical requirements, have successfully completed financial planning coursework, and have passed a 10-hour exam covering areas of retirement, investments, income tax, cash flow, estate planning and insurance risk management subjects. To maintain certification, 30 hours of annual continuing education is required.
“I am thrilled to have earned this CFP designation,” he said. “This provides our clients with further evidence of our expertise and ongoing knowledge.”
Lee holds a Bachelor of Arts in Economics degree from Kalamazoo College, in Michigan, and a diploma in Financial Planning from Boston University in Massachusetts.
He is a NAPFA (National Association of Personal Financial Advisors) Registered Financial Advisor, an organization with members who advise on a fee-only basis and do
not accept commissions or compensation from any other source than their clients. Lee was formerly a Project Manager with Harvard Pilgrim Healthcare and a staff member for a U.S. Congressman.
“A CFP designation is the result of rigorous study and hard work,” said Robert Siefert, CFP, co-founder of BBFG. “And the NAPFA registration is given after submitting a comprehensive exam for peer review. These are both noteworthy and indicate a competence in the financial planning field.”
Lee’s specialties at BBFG include financial planning issues related to divorce and planning services for families, such as retirement, college, stock options, estate and income tax strategies. His work includes recent inheritors of wealth, blended families and
those who are sandwiched between financial responsibility for providing for their children’s future and ensuring the care of elderly parents.
He advises clients at both the company’s Wakefield and Boston locations. North Shore clients are based in Wakefield, Lynnfield, Andover, Reading, Boxford, Gloucester and area towns. This convenience is provided to give clients one-on-one service without having to travel to Boston.
“Phil’s achievements are a culmination of efforts that enhance the capabilities and services of BBFG,” said John LeBlanc, CFP, co-founder of BBFG. “The designation is a public recognition of accomplishment and expertise in financial planning.”
Back Bay Financial Group is a fee-only financial planning investment advisory and wealth management firm with more than $100 Million in assets under management. Recently named one of the top wealth management firms in Bloomberg Wealth Manager magazine, BBFG provides services to individuals, estates, trusts, charitable organizations and small businesses in the areas of retirement planning, estate and income tax planning, investments, asset allocation, risk protection, cash flow planning, stock option analysis and college savings strategies.
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