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Meet
Dee Lee |
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Dee Lee believes in financial education. She has teamed up with State Treasurer John Perdue to help West Virginians get better at managing their personal finances. Since first coming to West Virginia in 2002, Lee has been the featured speaker at 19 WV Money Conferences for the State Treasurer's Office
Lee is a Certified Financial Planner who received a diploma in Financial Planning from Boston University and her MBA from Simmons College. A number of years ago she dissolved her successful financial planning practice for individuals so that she could devote all of her energies to educating the financial consumer. She is a member of the Financial Planning Association and served on their national Board of Directors.
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Lee has penned several books. Women and Money; Your Personal Finance Guide gives women no-nonsense financial planning advice and discusses the financial roles women take on during their lifetimes. This book is used at Women and Money conferences being sponsored by state treasurers, YWCAs and Women’s Commissions around the country.
Money, a simple title but not a simple book, helps people achieve true financial success by moving beyond the basics of money management. |
| Dee Lee's warm and engaging style leaves participants feeling comfortable about beginning to tackle their personal financial challenges. |
The Complete Idiot’s Guide to Retiring Early is all about catching the golden ring before age 65. So much of Dee's time is spent advising pre-retirees that a book about retiring early seemed a natural. | The Complete Idiot’s Guide to 401(k) Plans is essential resource material for the retirement plan participant. Let’s Talk Money is a book written to help the reader understand the maze of personal finance and to learn to invest the old fashion way.
Lee has been featured in the New York Sunday Times and quoted as a resource in USA Today, Fortune, Money, Kiplinger’s Personal Finance, Fidelity Focus, Financial Planning, Smart Money, Worth, Forbes, Journal of Financial Planning, Employee Benefit News, Employee Benefit Plan Review, Fidelity’s Stages, and The Wall Street Journal. Lee spent ten years writing "Money Manager," a personal finance column for the Boston Herald.
Dee’s books are available in bookstores and at amazon.com.
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