Lee Kramer | Founder, Financial Advisor
CFP® | QFP | ChFEBCSM | CDFA™ | CFS | RFC | MBA
240-439-6889 VP | 240-379-6929 ext. 1302 V | lee@kramerwealth.com
Lee started Kramer Wealth Managers, formerly Kramer Financial, in 1985.
As founding advisor for Kramer Wealth Managers, Lee focuses on the complete financial picture for clients and leads Kramer’s team of partners and staff. He has served thousands of pre-retirees and retirees, corporate executives, business owners and not-for-profit organizations. Lee ensures clients have a solid vision for their future and has his clients’ best interests in mind as he crafts strategies unique to each one.
“OUR GOAL IS TO MOVE BEYOND MERE ‘CUSTOMER SATISFACTION’ AND TOWARD ‘CLIENT ENTHUSIASM.”
Lee is a Certified Financial Planner™ professional, and he holds his series 7, 24, 63, 65, and life insurance licenses. He is a member of FSC Securities’ President’s Club. Lee received his B.S. degree from Wesleyan University in Connecticut and earned an MBA from Northeastern University.
“A FOCUS ON EXCELLENCE MEANS WE TAKE TIME, WE WORK HARD AND THINK CAREFULLY ABOUT EACH CLIENT’S UNIQUE GOALS.”
Lee has served on the board of various non-profit and community organizations including his current service as a board member for the Maryland School for the Deaf Foundation. Lee has completed several marathons including on 50-mile ultra marathon and enjoys spending time with his wife, Bonnie, two sons and their family dog.
Certified Financial Planner Board of Standards inc. owns the certification marks CFP®, Certified Financial Planner™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.