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Lee E
CFP®
Palm Desert, CA
Eckel Financial Advisors
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.
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