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Lee Neumann, CFP, MSFS

Lee Neumann, is a managing partner of Millenia Investments and has been a licensed investment advisor representative since 1980. Lee is a Certified Financial Planner (CFP) and has a master's degree in financial services (MSFS).

Client Centered

Lee, with his partner Stephen Serati, has helped grow Millenia Investments from a small, regional investment firm into a financial services enterprise that provides investment, insurance and retirement services to more than 5,000 individual clients throughout the United States. During their time in this industry; Lee and Steve have worked, and grown a financial company, through about every kind of market calamity one can imagine. 

Client Centered

They have advised through stock market crashes, bond market crashes, asset bubbles followed by bursts, inflation followed by deflation followed by more inflation, credit crises, terrorist attacks, a pandemic, and so on. Due to this vast experience helping clients financially navigate through different eras of life, Lee wants to pass down his knowledge to the next wave of financial advisors, and service professionals. 

Client Centered

When Lee isn’t working in, or educating the next generation about financial services, you can find him with his wife and three kids. Lee loves being in warm weather and playing Bocci Ball. If you can't find him outside; you will probably find him inside playing Euchre, or some other card game, with family and friends.

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