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Indianapolis - E 96th St

Tia Lee

CFP®, CTFA

Senior Wealth Advisor

600 E 96th St, Suite 130
Indianapolis, IN 46240

Tia Lee

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Tia Lee

Professional Certifications

  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CTFA – Certified Trust and Financial Advisor

About Tia

Tia’s goal is to provide clients with a solid foundation for investment allocation, savings levels prior to retirement, and spending levels in retirement. She believes that the best results are achieved when quality planning works in harmony with active portfolio management.

Tia has over 30 years of experience and is dedicated to helping clients make informed financial decisions by offering her objective and professional perspective.

Tia has three children and three dogs. In her free time, she enjoys being active outdoors and practicing yoga.

Education and Professional Milestones

- Ball State University - bachelor's degree in accounting

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