Our goal is to make financial planning and investment management accessible to the next generation (but not only millennials). The traditional firms and their model wasn't built with our generation in mind.
High account minimums for advice.
High fees and commissions.
Lack of technology.
So, I ambitiously started Modern Millennial Wealth to offer my expertise to individuals and their families to help them define and conquer their life & financial goals.
Not a millennial? It's okay! We know working with an ambitious advisor that doesn't have the same retirement plan as you is important. Let us advise you through the most important planning phase of your life.
Hello, my name is Danny Lee, founder of Modern Millennial Wealth and Certified Financial Planner and CRPC. I’m married to my beautiful wife, Madison, and we have a cat (acts more like a dog) named Thor.
Being a first-generation American, I personally understand the value of life and money. This led me to a career to help individuals and their families define what they value most in their life and align them with their money.
I truly love what I do and want to share my passion by educating others about life, money, and investing. Outside of work, I enjoy living life and traveling with my wife, fast cars, cooking, and tech.
I am currently studying for my CFA Level II exam.
Danny Lee, CFP®, CRPC®