Lee Crocker, CFP®
Founding Partner of
Landscape Wealth Advisors
Lee brings a passionate commitment and unique perspective to his practice of advising clients. He has more than 15 years of experience in professional financial advisory services. He specializes in wealth management at every stage of life, from growing wealth to managing and protecting assets, through intergenerational wealth planning.
Read Lee's BioWho He Is
Lee is the principal financial advisor and planner at Landscape Wealth Advisors. His practice serves individuals, family groups and institutions across the country and at all stages in their financial journey.
Lee founded Landscape Wealth Advisors in 2018, in partnership with RFG Advisory, to realize his vision of providing truly independent and authentic guidance to his clients, with the shared belief that successful investing requires a deep understanding of each client and their goals. RFG provides operational support giving Lee the ability to focus on serving clients and managing their wealth.
Prior to founding Landscape Wealth Advisors, Lee spent 9 years with Merrill Lynch Pierce Fenner and Smith Inc. most recently as a Senior Financial Advisor.
Lee is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 7 and Series 66 Securities licenses. Lee received his BA in Economics and Environmental Studies from St. Lawrence University and is an active member of the Alumni Association. He loves spending time with his wife Megan and sons Dylan, Tristan, and Everett, who live in the Noe Valley Neighborhood of San Francisco.
His Philosophy
Lee considers wealth building and management not as a goal to be reached, but as a holistic lifecycle. It begins with educating clients, empowering them to be proactive about building their wealth and making a commitment to a lifetime of focused financial management. He assists clients in the management of their accumulated wealth by establishing priorities and helping them determine their personal definition of success. Lee’s comprehensive approach includes meticulous planning for intergenerational wealth transfer and philanthropic endeavors.
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