Lee Conti Jr.

Partner at CPS Private Client Solutions

Speaker

Lee Conti, Jr., is a partner with CPS Private Client Solutions and a nationally recognized speaker on cutting-edge insurance trends. He has dedicated nearly three decades to helping advisors design insurance programs to help their clients protect and augment wealth. Lee achieves this by creating sophisticated bespoke insurance solutions tailored for affluent families, corporations, entrepreneurs and professionals with unique or shortened income streams. Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for wealth advisors on insurance-related questions. He has currently trained over 8,000 advisors on risk management strategies. His passion for education and community, which led him to serve as President of the New York City Financial Planning Association in 2016 after many years on the Board. He currently serves on the Board of Savvy Ladies, a 501(c)(3) non-profit organization dedicated to empowering women through financial literacy.