Lee Conti Jr., Insurance Planner

Lee Conti, Jr. is a Director with CPS Elite Advisors Insurance Svcs, as well as a nationally recognized speaker on cutting edge insurance trends. Lee focuses on coaching clients on cutting-edge risk management strategies in the areas of Longevity Planning, Disability protection, Long Term Care, Linked Benefits, and Life Insurance. Lee is committed to the highest fiduciary standards and he has dedicated the last 22 years to helping clients protect and augment wealth. He brings a planner’s mindset to all his tailored risk management solutions, in a space often crowded with transaction-minded individuals.

Lee is certified nationally as a Continuing Education instructor for Insurance sessions and is also approved to teach CFP® Continuing Education courses to financial advisors. Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for advisors on insurance-related questions. In addition, he has currently trained over 8,000 advisors on risk management strategies. Lee served as the Financial Planning Association of NY’s President in 2016 to help give back to the industry. He currently sits on the Board of Directors for Savvy Ladies, a 501 (c)(3) non-profit organization. The organization provides free financial education and resources to empower women to achieve financial independence.