The Bamboo Ceiling and Financial Planning

When:  Feb 17, 2022 from 15:00 to 16:00 (ET)
The February 2022 Asian-American/Pacific Islanders Knowledge Circle will be held on the Thursday, February 17th at 3 pm ET.

Guest speaker and current 2022 FPA President-elect will be presenting, "The Bamboo Ceiling and Financial Planning."

During this presentation James will lead a discussion about:

  • What is the "bamboo ceiling?"
  • Have you experienced the bamboo ceiling in your career?
  • What role can the Financial Planning Association play in lifting the bamboo ceiling?
  • How can financial planners help lift the bamboo ceiling in their clients' lives?

James Lee, CFP®, currently serves as the volunteer president-elect of the board of directors for the Financial Planning Association® (FPA®), the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process.

Lee is president of Lee Investment Management in Saratoga Springs, NY, and believes strongly in the value of financial planning and strives to move the profession forward through volunteer efforts with FPA.

Lee has been a member of FPA for over 20 years and served on the board of directors of the FPA of Northeastern New York for more than eight years. He is a founding member of the FPA Council of New York, and past Chair of FPA's Legislative and Regulatory Issues Committee (LRIC). In addition to his work with FPA, Lee has served on the board of directors of The Prevention Council, Saratoga Arts and the Saratoga Youth Lacrosse Association. He also served as a member of the Town of Greenfield's Planning board and Board of Assessment Review. Lee currently serves as the Administrator of Greenfield's Economic Development Revolving Loan Fund.

Lee earned his Bachelor of Arts degree in Economics from the University of Virginia.