Lee Kern, AIF®, CRC®

Lee Kern, AIF®, CRC®

Financial Advisor, Accredited Investment Fiduciary®, Certified Retirement Counselor®

 

SCHEDULE AN APPOINTMENT
 >>CLICK HERE to easily set up an initial, complimentary call with me to discuss your goals.

 


 

PROFESSIONAL EXPERIENCE

Oftentimes life goals and money go hand-in-hand. I became an advisor because I want to help people actually achieve their life goals while excelling with their financials.

Creating a successful plan means taking the time to listen to my clients, and get to know them on many levels. I review short-term goals, long-term goals, spending habits, comfort zones, resources and I even factor in their personality in order to create a custom strategy that would be the best possible fit for the individual or business. Your life isn't cookie-cut, so neither should your financial plans.

I strive for long-term relationships, based on honest guidance and a track record of success. With continual communication and appropriate plan adjustments, I will help keep you on track for hitting all of your financial goals.

 

ABOUT ME

My wife and I live in Penfield and have been happily married since May 2012, with our Golden Retriever joining us in 2013. Our family continues to grow with our son Henry, joining our family in February of 2015 and our daughter Charlotte in June of 2017. We enjoy traveling, catching up with friends, and spending time with our ever-growing family. I also enjoy a great action movie from time to time.

Professional Qualifications

  • Graduate of St. John Fisher College
  • Certified Retirement Counselor®
  • Holds FINRA Series 7 and 63 registrations

Specialty Services

  • Medicare 101
  • Estate Planning
  • Investing in 403(b)
  • Life Insurance
  • Investing 101
  • Accident, Health, and Life Insurance

Memberships

  • ASPPA
  • NTSA

 

Registered in AL, CA, CT, FL, GA, MT, NC, NY, OK, OR, PA, SC

Medicare services are not offered through, or supervised by, The Lincoln Investment Companies.