Lee Applebaum, CFP®, AIFA®, CPFA™
Lee Applebaum is a Senior Vice President with Plan Sponsor Consultants, a full service independent retirement plan consulting firm, which has been recognized for our expertise on a national scale by magazines including Forbes, PlanSponsor, PlanAdviser and 401(K) Wire.
Lee is a CERTIFIED FINANCIAL PLANNER™ (CFP®), an Accredited Investment Fiduciary Analyst (AIFA®) through the Center for Financial Studies in association with the University of Pittsburgh’s Joseph M. Katz Graduate School of Business, a Certified Plan Fiduciary Advisor (CPFA) through the National Association of Plan Advisors (NAPA), as well as a Center for Fiduciary Excellence (CEFEX) Analyst (one of only 57 worldwide).
AIFA® designees have acquired a thorough knowledge of fiduciary responsibility through a Global Fiduciary Standard of Excellence, which comprises the 22 Prudent Fiduciary Practices. Only AIFA® designees are qualified to conduct Fiduciary Assessments on Investment Stewards, Managers and Advisors.
Lee is responsible for retirement plan development and servicing primarily in the State of Alabama. Having worked both in a family practice dealing with individual wealth management and financial planning, as well as a financial advisor with a major wirehouse firm working with individuals and corporate retirement plans, Lee brings nearly 20 years of experience with him to Plan Sponsor Consultants. He is a native of Birmingham and graduated from the University of South Alabama.
Lee is actively involved in Boy Scout leadership and is currently Assistant Scoutmaster of Boy Scout Troop 21 in Hoover, Alabama, as well as being the former Committee Chairman, Cub Master and Treasurer of Cub Scout Pack 321.