Deborah M. Lee-Tsai CFP®

Debbie is a CERTIFIED FINANCIAL PLANNER ™ practitioner. Whether your needs are in retirement and education, in investment and tax, or in insurance, Debbie approaches each case with professional excellence and personal attention. She will evaluate and analyze the financial situation and recommend to you a customized plan to help you meet your needs, achieve your goals, accumulate wealth or create a legacy for your offspring. You, the client’s interest and welfare are her first and foremost concerns.

Her practice includes Portfolio Management, Individual Retirement Planning, Education Planning, Business Retirement Plans Establishment & Management, Tax Planning, and Risk Management. Financial consultation and assistance on matrimonial settlements, as well as women finance are two of her specialized areas. 

Debbie has nearly two decades of experience in financial, taxation and accounting field. She is also an accountant and provides services in tax preparation and accounting.  She holds a Master’s degree in Accounting with Distinction from Pace University, NY