The Uncomplicated Art of Not Overthinking Retirement

By:   Lee Busto
Imprint:   Lee Busto
Dimensions:   Height: 216mm,  Width: 140mm,  Spine: 4mm
Weight:   91g
ISBN:   9798224551538
Pages:   64
Publication Date:   24 March 2024
Audience:   General/trade ,  ELT Advanced
Format:   Paperback
Publisher's Status:   Active

Lee Busto is a seasoned investment advisor devoted to simplifying complex financial concepts and empowering individuals to achieve retirement goals. With over six years of experience in the financial services industry, Lee has honed his expertise in wealth management, retirement planning, and tax optimization strategies. Beginning his professional journey in 2017 with Edward Jones, Lee quickly established himself as a dedicated advisor committed to providing personalized financial guidance. His unwavering commitment to excellence and client satisfaction earned him recognition within the industry. Currently serving as an Investment Advisor at Alpha 1 Tax & Wealth, Lee continues to leverage his knowledge and expertise to assist clients in navigating retirement planning and investment management intricacies. As a Certified Retirement Planning Counselor (CRPC.) and an Accredited Asset Management Specialist (AAMS.), he brings specialized knowledge and tailored solutions to meet each client's unique financial needs. Beyond his professional achievements, Lee boasts a diverse background encompassing athletics and academic accomplishments. A former college baseball player and a notable figure in the American Association, he understands the value of discipline, teamwork, and perseverance-traits he incorporates into his advisory role. Lee holds a degree in Business Management with a minor in Finance from Montana State University Billings, where he developed analytical skills and deep financial understanding. His academic foundation and real-world experience position him as a trusted advisor capable of guiding clients through complex financial decisions. Outside of work, Lee finds joy in family time. Happily married to Jennifer Busto, they reside in Centennial, Colorado, with their daughter and two cherished dogs. Lee's commitment to family and community reflects his integrity, compassion, and stewardship values-qualities evident inside and outside the office. As an Investment Advisor, Lee Busto remains dedicated to helping individuals and families secure financial futures and achieve retirement dreams. With expertise, a personalized approach, and an unwavering commitment to client success, Lee continues positively impacting those he serves.