Malik S. Lee, CFP®, CAP®, APMA®
Malik S. Lee, CFP®, CAP®, APMA®, is a financial expert with nearly two decades of experience and is the managing principal and founder of Felton & Peel Wealth Management. A full-service, comprehensive wealth management firm servicing clients nationwide with offices in Atlanta and New York.
Malik graduated with a degree in finance from Morehouse College, and a Certificate in Financial Planning from Oglethorpe University. In addition, Malik is a CERTIFIED FINANCIAL PLANNER™, Chartered Advisor in Philanthropy® and an Accredited Portfolio Management Advisor℠.
Malik is a thought leader within the wealth management industry and often lends his expertise. He is a subject matter expert, CFP® exam question writer, and Council of Examinations member for the CFP Board, chairman of the Financial Planning Association of Georgia, founding member of Morehouse College’s Planned Giving Council, and member of The Association of African American Financial Advisors (AAAA).
Phone: 800.822.7068 | Email: email@example.com | Website: www.feltonandpeel.com (opens in new tab) | Twitter: @feltonandpeel (opens in new tab) | Facebook: www.facebook.com/feltonandpeel (opens in new tab) | LinkedIn: www.linkedin.com/in/malik-s-lee/ (opens in new tab)
Latest articles by Malik S. Lee, CFP®, CAP®, APMA®
I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)
personal finance You don’t have to be a millionaire to make a generous charitable donation to a cause that means the world to you, just like I did. Here’s the strategy that enabled me to give $250,000 to Morehouse College, and how you might be able to do something similar.