Lee Stoerzinger
President
Lee Stoerzinger, CFP®, a native of St. Paul, Minnesota, has been practicing wealth management since 1993. After graduating from the University of Wisconsin-Eau Claire in 1992 with a BA in Cumulative Finance, Lee began his career as an independent financial representative (which few people do). Since then he has dedicated his professional life to the study of finance, and helping people become financially independent. It challenges his passion for investments and economics, combined with helping people make decisions which shape their futures.
Having spent time in one of the poorest countries on earth, Haiti, Lee has also taken a personal interest in something called “impact investing”. This global approach is giving people the opportunity to combine their charitable and social capital into systems of micro lending, community development and fair trade. He looks forward to taking an active role in this arena as it continues to literally change this world.
He lives in Bayport, Minnesota with his wife Maggie. They are currently adopting an eight year-old girl named Geraldine, from Haiti.
Professional Designations
CERTIFIED FINANCIAL PLANNER™ practitioner
Series 6, 7, 26, 63, 65 registrations
Life & Health insurance licensed
| Current Affiliations | |
| Member, Past President | Rotary Club of North St. Paul, Maplewood, Oakdale |
| Board Member | St. Croix Catholic School |
| Board of Trustees | St. Charles Catholic Church |
| Member, Past Board | Oakdale Business & Professional Association |
| Past Associations | |
| Founder & President |
Circle of Success, Not for profit organization |
| Board Member | The St. Croix Review |
| Board Member | Co-Action Academic Resources |
| Board Member | District 622 Education Foundation |
| Member | Twin Cities Rotaract |