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Malik Lee 2023 BOD
Board of Directors

Malik Lee, CFP®, CAP®, APMA℠

Board Director

With nearly two decades of financial experience, Malik is the Managing Principal and founder of Felton & Peel Wealth Management, a full-service, comprehensive wealth management firm. In addition, Malik recently co-founded Klondike Financial, a financial planning app with the goal of bringing holistic financial planning to middle America.

Malik is a thought leader in wealth management and often lends his expertise. He was a subject matter expert, CFP® exam question writer, and former Chair of the Council of Examinations for CFP Board. He is the Past Chairman of the Financial Planning Association of Georgia and a founding member of Morehouse College's Planned Giving Council. He was also voted by InvestmentNews among the top eight most well-known Black financial advisors in the U.S. and top 100 overall by Investopedia.

Malik was a member of CFP Board’s Psychology of Financial Planning Advisory Group, which developed the book, The Psychology of Financial Planning. In addition, his comments are often featured in The Wall Street Journal, Barron's, CNBC, Business Insider, Yahoo! Finance, CNN Money and countless others.

Malik graduated with a degree in finance from Morehouse College and a Certificate in Financial Planning from Oglethorpe University. In addition, Malik is a CERTIFIED FINANCIAL PLANNER™ professional, a Chartered Advisor in Philanthropy®, and an Accredited Portfolio Management AdvisorSM.