Second-Generation Advisor Becomes 100,000 CFP Certificant

Simone Lee of Bedminster, N.J., is the daughter of a Jamaican immigrant who leads a Merrill financial planning practice.

|

A New Jersey advisor with Merrill Wealth Management has become the 100,000th Certified Financial Planner professional in the U.S., the CFP Board has announced.

“We are honored to welcome Simone Lee as the 100,000th CFP professional,” said CFP Board CEO Kevin R. Keller, CAE. “Her path to CFP certification reflects the evolving financial planning profession, as younger people pursue financial planning careers and diversity within the CFP professional community grows.”

Based in Bedminster, N.J., Lee, 31, is a first-generation American and a University of Maryland graduate who transitioned from a career in IT to pursue financial planning. Her mother, Judith Lee, CFP, immigrated from Jamaica and leads a Merrill financial planning practice focused on comprehensive wealth management. In 2019, Simone joined her mother’s practice as a financial advisor.

Latest News

See all >>

Judge Blocks Trump ‘Fork in Road’ Buyout Program

Even as the program was stayed, more than 60,000 federal employees have already accepted the buyout offer.

Keller to Retire as CFP Board CEO

The board announced today that Kevin R. Keller will retire as CEO, after serving nearly two decades as the organization’s leader.

Citi’s CEO Bucks Return-to-Work Trend

Citigroup CEO Jane Fraser is maintaining a hybrid work policy and believes it could be a competitive advantage.

Musk’s DOGE Agents Access Sensitive Government Personnel Data

The systems include a vast database with birth dates, Social Security numbers, appraisals, home addresses and more on government workers.

FPA’s CEO Dies of Cancer

The FPA’s chief operating officer will serve as interim CEO while the association begins its search for a successor.

Vanguard Announces Its Biggest Expense Ratio Reduction

The cuts across 168 mutual fund and ETF share classes will bring over $350 million in savings for investors.