Lee Kern, CRC®Certified Retirement Counselor®
in the financial services industry
My Mission Statement
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 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. I’m here as your life CFO. With continual communication, and appropriate plan adjustments I will help keep you on track for hitting all of your financial goals.
- Graduate of St. John Fisher College with a BA in Personal Finance
- Certified Retirement Counselor
- Holds FINRA Series 7, 63 and Life, Accident & Health Licenses
- Medicare 101
- Estate Planning
- Investing in 403(b)s
- Life Insurance
- Investing 101
My wife and I 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 February of 2015. We reside in West Henrietta, 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.