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Dee P
Series 63, Series 65
Solon, OH
Affinity Financial LLC
Dee Price is the sole advisor at Affinity Financial LLC in Solon, OH, holding Series 63 and Series 65 licenses with 24 years of industry experience. Prior to founding Affinity Financial in 2007, Dee worked at Cadaret, Grant & Co., Inc. and has operated Dee A. Price Financial Planning Services Inc. since 1984. Additionally, Dee is licensed to sell various insurance products through their corporation and has been accepted as part-time faculty at the University of Phoenix, Cleveland campus. Affinity Financial LLC provides fee-based portfolio management and financial planning services to individuals and institutional clients, including corporate pension plans and charitable organizations. The firm offers a range of financial consulting services and typically co-manages accounts through institutional platforms and third-party sub-advisors.
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