Lee Eckel is a CFP® professional with 24 years of industry experience. He is the principal advisor at Eckel Financial Advisors in Palm Desert, CA, where he has worked since 1995. Eckel Financial Advisors provides discretionary portfolio management primarily for individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach using fundamental, economic, and technical analysis, incorporates risk-management techniques such as tax-aware management and position sizing, and offers personalized service with a willingness to use leverage in client accounts.

Michael Hagerty is a Series 65-licensed financial advisor at Eckel Financial Advisors with four years of industry experience. Prior to joining Eckel Financial Advisors, he worked for Trinity Consultants for ten years. Outside of advising, he owns consulting and family partnership businesses. Eckel Financial Advisors provides discretionary portfolio management primarily to individual investors, trusts, pension plans, and family investment entities. The firm employs a strategic allocation approach across various asset classes with risk-management techniques and permits borrowing activity in client accounts.