Team Lee Sussman Certified Financial Planner, CFP (561) 487-2808 firstname.lastname@example.org Lee Sussman is the President & Founder of Sussman Financial Planning with more than 30 years of experience. He specializes in Wealth Management, Wealth Preservation, Investment Advice, College Planning, Portfolio Construction and Insurance Planning. Lee holds FINRA Series 7, Series 63 & Series 22 securities registrations through Summit Brokerage and is also a Certified Financial Planner, CFP. Lee resides in Parkland, Florida. When he is not working, Lee enjoys golfing playing tennis, skiing, practicing photography, spending time with his family and traveling, when he can, with his wife. Matt Sussman Financial Advisor (561) 487-2808 email@example.com Matt Sussman is newest member at Sussman Financial Planning. Matt ﬁrst entered the ﬁnancial services industry in 2014, working with Putnam Investments as an Investment Consultant. He specializes in Wealth Management, Investment Advice, Millennial Investing, 401(k) rollovers and Portfolio construction. He recently joined the family business to enable new marketing strategies for the firm and focus on client acquisition. Matt holds FINRA Series 7 & Series 66 securities registrations through Summit Brokerage. Matt resides in Fort Lauderdale, Florida. Outside of the ofﬁce, he enjoys being outside and staying active, playing golf, going to the beach, hiking, skiing, cooking, traveling with his family, and spending time with his English Bulldog, Charles. Debra Nash Administrative Assistant (561) 487-2808 firstname.lastname@example.org Debra has been with the firm for 20 years and is in charge of all things administrative.