Loading

Lee Rawiszer

Connect
Phone

203-221-3085


Contact me for: Investments, Risk Management, Estate and Tax Planning, Insurance Planning, Qualified and Nonqualified Retirement Plans

As an independent financial advisor, Lee Rawiszer helps high-net-worth professionals, entertainers and business owners understand their current financial situations and define future goals. Lee believes that financial planning is a process that should reflect the client’s vision, values and overall objectives. He designs strategies that are flexible and factors in that nothing that remains static – people’s lives change and plans need to be adjusted on an ongoing basis.

Lee and Paradigm Financial Partners provide clients with meaningful solutions to a wide range of financial matters, including investments, risk management, estate and tax planning, insurance planning, as well as qualified and non-qualified retirement plans. As an independent financial advisor affiliated with one of the nation’s leading independent broker-dealers, he has access to a broad array of services and resources. Lee is a specialist on retirement income planning that includes the use of a wide array of alternative investments and is never obligated to offer any "proprietary" products.

Lee has a niche specializing in working with high-net-worth physicians, entrepreneurs and clients in the entertainment, television, professional sports and music industries. His knowledge and experience puts him in demand as a public speaker on a variety of financial issues and his educational seminars and presentations have included those for the American College, NYU Medical Center, Montefiore Hospital and the National Association of Insurance and Financial Advisors nationwide. Lee’s recorded presentations have often been used as an educational tool for people just entering the financial services industry.

Lee earned his Bachelor’s degree in Economics from Manhattanville College. He currently has the Certified in Long-Term Care (CLTC) designation and is working towards his Accredited Investment Fiduciary (AIF®), Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC®) certifications.
Lee lives in Westport, Connecticut with his wife Eva and their two children. In his spare time, he enjoys film, theatre, golf, tennis and baseball.

Securities and Investment Advisory Services offered through NFP Advisor Services, LLC (NFPAS), member FINRA/SIPC. NFP Advisor Services, LLC and Paradigm Financial Partners LLC are not affiliated. NFPAS does not provide tax or legal advice.

Expert Articles by Lee Rawiszer

Taxes

Tips for year-end tax planning

Budgeting

Living a healthy lifestyle can help you save money
Good money habits: The dos and don'ts of personal finance
X

Contact Lee Rawiszer

Message was successfully sent. There was an error sending the message.