Lee DeLorenzo CFP®
Co-founder
Lee DeLorenzo, co-founder of United Asset Strategies and United Financial Group, has been ranked and included annually as one of Americas Top 100 Women Financial Advisors by Forbes, and in 2019 was inducted into the Barron's Advisor Hall of Fame. Lee has contributed to Forbes, the Wall Street Journal, Barron’s, the Financial Times, Fox Business News and Bloomberg Radio. Committed to lifelong learning, Lee is a CFP® professional, and holds her life and health insurance licenses and designations.
For over 40 years, Lee has been a steward to her clients and staff, and has always remained fiercely independent, and believes that stewardship is a cornerstone to a successful practice and the overall client experience.