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    Financial Management

    Christopher Lee Financial, LLC

    Christopher Lee Financial is a premier financial management firm in Centennial, CO, serving Littleton, Highlands Ranch, Parker and nearby areas. We have highly specialized professionals who commit time to ensure a deep understanding of their respective areas of financial expertise. This financial management expertise allows us to offer an extensive range of cost-effective strategies to our clients.

    We know our clients have access to an extensive amount of information regarding their finances which can be overwhelming. Our objective as your premier financial firm is to use this information to become your trusted financial management experts. Our firm will coordinate economical strategies with our clients to ensure quality financial management that will work for your goals and objectives.

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    Financial Planning

    Financial

    Planning

    Your financial goals are a unique balance of risk management, assets, and time horizon. Have you gotten help from a CFP®? Do you have a…

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    Retirement Planning

    Retirement

    Planning

    Once you are ready to retire will you have enough income set aside to live the way you want to…

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    Investment Management

    Investment

    Management

    Christopher Lee Financial offers investment management services to Centennial, Littleton, Highlands Ranch and surrounding areas.

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    Chris Kolker, CFP®

    Chris Kolker, CFP®

    Chris has over 20 years of experience in the investment industry and has been a Certified Financial Planner® since 2003.

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    The Value of Financial Advice

    Does using a finance professional improve your portfolio and financial planning? A recent study¹ by the world’s largest mutual fund company known for low cost investing put a numerical value on expert financial advice. They found a professional advisor can potentially add up to 3% in net returns over time when working with an advisor and following a set of best practices for wealth management.

    Diversification among asset classes can take a portfolio so far. Our advisors in the Centennial, Littleton and Parker area differentiate themselves and our investment management using these additional principles.

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