Compound Planning welcomes 6 new advisors
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location

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 events. Lance serves on the Editorial Advisory Board for the Investments & Wealth Monitor. Lance obtained a BA in Psychology and an MBA from Alfred University. He holds the CERTIFIED FINANCIAL PLANNER™, Certified Investment Management Analyst®, and Certified Private Wealth Advisor® certifications. Lance and his wife, Andrea, live in Florida and enjoy traveling, English and French Bulldogs, volunteering at the Humane Society of Tampa Bay, and spending time with friends and family.

(813) 761-3456

[email protected]

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Experience

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Compound Planning

1 year

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ARS Wealth Advisors

1 year

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Fisher Investments

14 years

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HSBC Bank & HSBC Securities

3 years

Qualifications

Certified Financial Planner™

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

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