Karen Lee and Associates, LLC 200 Ashford Center North, Atlanta, GA 30338

Karen Lee and Associates, LLC is a family-owned, multigenerational financial planning firm located in Atlanta, Georgia. Our team of CERTIFIED FINANCIAL PLANNER™ professionals is dedicated to helping you plan for the life you wish to lead. We understand the importance of making sound financial decisions for yourself and your family, and we are here to guide you through the ever-changing world of personal finance.

With a focus on understanding, education, support, and empowerment, we work with you to design a custom financial plan that aligns with your goals and aims to fulfill the needs of your family for generations to come. Our founder, Karen Lee, has over three decades of experience in the financial services industry and is committed to helping individuals, families, and small businesses pursue their dreams.

In addition to our financial consulting practice, we are actively involved in the community and support organizations such as The Drake House - Roswell, which provides transitional housing for single mothers. We believe in providing a unique and rewarding experience for our clients, one that embodies integrity, comradery, and a deep understanding of what matters most to you.

Whether you are looking to plan for retirement, save for your children's education, or protect your assets, we are here to help you every step of the way. Contact Karen Lee and Associates, LLC today to start planning for the life you deserve.