Denver - Edward Lee

Ed has been in the financial industry for over 20 years.  He started in the residential real estate financing world in 2000 while still in college at CU Denver. Graduating with a Bachelors in Business from CU, Ed had a vision of helping people with more than their debt and decided to get licensed as a financial planner in 2004.  Ed has a true passion for helping clients develop a clear plan for their financial success.  Ed focuses on developing custom solutions that help individuals, families and small businesses with everything from disability, life or long-term-care insurance to investing in their IRA or 401k. 

Charitable causes are also close to Ed’s heart.  In 2012, he started and still runs a mentor program for kids ages 6-12 who are in the foster care system in the Denver Metro area.   When he’s not working with clients or kids, Ed enjoys golfing, skiing and traveling as much as he can.