Malik S. Lee, CFP®, CAP®, APMA®

Malik S. Lee, CFP®, CAP®, APMA®

Managing Principal, Felton & Peel Wealth Management

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: contactus@feltonandpeel.com | Website: www.feltonandpeel.com | Twitter: @feltonandpeel | Facebook: www.facebook.com/feltonandpeel | LinkedIn: www.linkedin.com/in/malik-s-lee/

I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)
Portrait of financial professional Malik S. Lee
personal finance

I’m Not a Millionaire, But I Just Gave $250,000 to Morehouse College: Here’s How (and Why)

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…
November 23, 2020
What is Umbrella Insurance and Do I Need It?
Woman standing under an orange umbrella in the rain
umbrella insurance

What is Umbrella Insurance and Do I Need It?

If you have a fair amount of retirement assets saved up (like a lot of folks out there), the answer may well be yes. Here’s why and what to expect.
October 30, 2020