Lee Applebaum, CFP®, AIFA®, CPFA®
Senior Vice President
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. 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. Presently, there are 55 CEFEX analysts worldwide, and Lee is one of only 8 that also hold the CFP® designation.
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 over 15 years 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 his local Cub Scout Pack as its Committee Chairman as well as being the former Cub Master and Treasurer.
Under our “In The Press” tab, you may read Lee’s 2013 interview with the Birmingham Business Journal as well as his article on Target Date Funds.