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Tampa, FL
Lance Lehman
VP, Senior Wealth Advisor
Lance Lehman is a Senior Wealth Adviser at Compound Planning, bringing over twenty years of private wealth management experience to entrepreneurs, professionals, and retirees. Before joining Compound Planning, Lance advised high-net-worth and very-high-net-worth clients and conducted in-depth research to create strategic content for hundreds of investment advisers worldwide. He also hosted hundreds of impactful client events for thousands of clients across the US, earning a reputation for clarity and insight. His global perspective and experience are reflected in his client-centric approach, fostering deep trust and loyalty through tailored...
Experience
Compound Planning
3 years
ARS Wealth Advisors
1 year
Fisher Investments
14 years
HSBC Bank & HSBC Securities
3 years
Qualifications
CERTIFIED FINANCIAL PLANNER® Practitioner
CFP®
Certified Investment Management Analyst®
CIMA®
Certified Private Wealth Advisor®
CPWA®
Alfred University
Master of Business Administration
Alfred University
Psychology, BA
Specialities
Investment management
Public equities
Fixed income
Alternative investments
Financial planning
Retirement planning
Tax planning
Estate planning
Risk management
Liquidity event planning
Behavioral finance
Disclaimer: Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
event August 14, 2024
Everything you need to know about trusts and estate planning
Tim Hamilton will be joined by Lance Lehman, Senior Wealth Advisor at Compound Planning, and special guest, Judy N. Cuzzacrea Wagner, Estate Planning Attorney at Harris Beach PLLC, for a Compound Conversation about trusts and the role they play in wealth and estate planning.
🗓️ Date: Wednesday, August 14th
🕚 Time: 2pm ET / 11am PTThis is the perfect opportunity for individuals, families, and professionals to:
🔍 Understand how trusts can benefit estates of any size (not just large ones!).
📜 Learn the process of creating and funding a trust.
👥 Discover the roles involved in trust management and administration.
📑 Explore different types of trusts and their specific applications.
🏡 Determine if establishing a trust is the right step for you and your loved ones.You don't want to miss this chance to learn how to navigate the complexities of trusts and estate planning.
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Your personal family
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