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Lee Stoerzinger

Lee Stoerzinger

President & Author

Lee Stoerzinger, CFP®, brings a unique and timely perspective to the world. Since 1993, he has spent his professional life dedicated 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 help shape their futures. However, his beliefs and teachings often extend beyond traditional borders. He discovered that “true wealth” is sewn in celebrating what we already have, honoring those things to which we are committed, and helping those who need it most. It is this outlook which he has made his life’s keystone. A self-proclaimed “student of the world,” especially of faith, history, and politics, you will often find him trying to figure out “what it all means.”

A resident of a small river town in Minnesota, Lee greatly enjoys life with his wife, Maggie, two children, and a wonderful community of genuine friends.

Professional Designations

Series 6, 7, 26, 63, 65 registrations
Life & Health insurance licensed

Current Associations


Member, Past President            

Rotary Club of North St. Paul, Maplewood, Oakdale

Member, Past Board

Oakdale Business & Professional Association


Financial Planning Association of Minnesota


Taxpayers League of Minnesota



Past Associations


Founder & President 

Circle of Success, Not for profit organization

Board Member

St. Croix Catholic School

Board Member

The St. Croix Review

Board Member

Co-Action Academic Resources

Board Member

District 622 Education Foundation

Board of Trustees

St. Charles Catholic Church



Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.