Lee DeLorenzo | Co-Founder | United Asset Strategies NY

Lee DeLorenzo CFP®, CPWA®, AIF®


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 Barron’s, and a Top 100 Advisor by the Financial Times, 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. Lee is committed to lifelong learning and holds her Certified Financial Planner®, Certified Private Wealth Advisor®, Accredited Investment Fiduciary®, and licensed life and health insurance licenses and designations.

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