ROLAND LEE

Chartered Financial Consultant

Certified Financial Technical Analyst 

CFP, ChFC, RFP, CLU, CFTA, B.Sc, MBA

Roland Lee is an accomplished investor and speaker. He has taught basic and advanced financial planning courses and has prepared customized financial plans for clients since 1999. Roland is a strong proponent of prudent retirement and investment strategies, subscribing to the belief that it’s not prudent to retire with insufficient financial backing.

Roland holds a Bachelor of Science and a Masters in Business Administration. He’s certified by major Malaysian financial planning bodies and he holds designations as Chartered Financial Consultant (ChFC), Certified Financial Planning (CFP), Registered Financial Planner (RFP), Chartered Life Underwriter (CLU) and Certified Financial Technical Analyst (CFTA). He is also an active moderator for many financial planning modules since 2000.

Roland obtained the 2004 Investment Advisory License issued by the Securities Commission under the Securities Industries Act of 1983. With this license, he offered financial planning advice and investment consultancy to the public in 2004 and 2005.

Roland is a partner in a financial consultancy firm. He has consulted on various projects including project evaluations in Cameroon, Papua New Guinea and Vietnam.

Roland has been a columnist for Personal Money and Smart Investor, two leading investment and financial management publications. He has over the years presented talks on financial, investment and retirement planning.