LEE ZAGAME CFP®
An independent CERTIFIED FINANCIAL PLANNER™ Specializing in Retirement, Investment and Tax Planning Strategies for Individuals and Small Business Owners.
Authorized by The Certified Financial Planner Boards of Standards (CFP Board) to use the CFP Certified mark and the CFP® and CERTIFIED FINANCIAL PLANNER™ in accordance with the CFP Board certification and license renewal requirements. These marks identify those individuals who have met the rigorous experience and ethical requirements of the CFP Board, have successfully completed financial planning coursework and have passed a certified examination covering the following areas: the financial planning process, investment planning, tax planning, retirement planning and employee benefits, risk management and estate planning.
Why choose a CERTIFIED FINANCIAL PLANNER™? The CFP Board offers several tips. Visit them at: http://www.cfp.net
Note: I'm registered as Liberatore J. Zagame, CFP®
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Securities offered through and Registered Representative of
Lincoln Investment, Member, FINRA and SIPC. www.lincolninvestment.com advisory services offered through Legend Advisory or Lincoln Investment, registered investment advisors.
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