Calvin E. Lee Jr.
Calvin joined The Wealth Consulting Group on April 1, 2024, as an established wealth planning professional in his 30th year of serving clients. He brings energy and passion to help clients “dream bigger than they think possible”.
He started his Financial Services career in 1995 with SunAmerica Securities in Austin, TX. On September 1, 2001, Calvin moved his practice to LPL Financial, 10 days prior to 9-11. He enjoys helping clients plan for retirement by focusing on investment management. Strategizing with his clients, he creates a plan to make the transition toward retirement seamless. He finds comprehensive financial plans for all his clients. It’s all about relationships with clients—take care of them…and everything else has a way of working itself out.
Calvin graduated from Texas A&M University with a BBA. LPL Financial holds his Series 7 (General Securities Representative), 63 (Uniform Securities Agent State Law), and 24 (General Securities Principal).
He resides in Austin, TX with his wife, Donna. They have a daughter, Callie who graduated from Texas A&M in 2019 with a Master's degree in Accounting. She’s a CPA in Audit with PwC and lives in Dallas. Calvin enjoys spending Saturday’s each Fall in College Station watching Aggie football, as a long-time football season-ticket holder. Calvin serves on the Board of Children at Heart Ministries. He and Donna are very involved with First Baptist Church in Round Rock. They enjoy traveling, especially to Disney and Destin…and he also plays a little golf and enjoys listening to his 50’s & 60’s oldies music.
