Tampa, FL
Lance Lehman
VP, Senior Wealth Advisor
Lance is a Senior Wealth Advisor with over 20 years of private wealth management experience advising high-net-worth Clients. At Compound Planning, Lance specializes in retirement accumulation and distribution planning, portfolio design, stock option awards, and business liquidation events. Lance enjoys partnering with lifelong learners who value the freedom their wealth provides. His focus on tailored solutions and ability to add value has garnered tremendous Client loyalty. Before joining Compound Planning, Lance researched and created content as an Analyst for over 400 investment advisers globally and presented at hundreds of client event...
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Experience
Compound Planning
1 year
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.
newsroom 1 MIN
Are Your Clients Missing a ‘Free Lunch’?
newsroom 1 MIN
Investment Mistakes Exposed: Top 10 Biases to Avoid for Better Returns
event February 28, 2024
Mastering the art of communicating with the next generation
Join us for a Compound Conversation featuring Tim Hamilton and Lance Lehman about mastering the art of communicating with the next generation.
👤 Tim Hamilton, Lance Lehman
📆 Date: Wednesday, February 28
🕚 Time: 11am PT / 2pm ETThis conversation is the perfect opportunity for entrepreneurs, professionals, families, and retirees to learn:
🙅♂️ Why discussing money shouldn't be a taboo
⏰ When to have the discussion
📝 How to conduct the meeting
📅 When to schedule follow-ups
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