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Lee Van Pelt, Financial Advisor

FINANCIAL ADVISOR
Lee M Van Pelt

CFP®, AAMS®, CRPS™
2195 Broadway Ave, North Bend, OR 97459opens in a new window
Accepting New Clients
CallSend Me a Message

Focus Areas

  • Business Retirement Plans
  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Healthcare Professionals
  • Military Professionals & Veterans

About Lee

I have always been driven by a desire to make a meaningful impact in people's lives, and as a financial advisor, I have the privilege of doing just that. At Edward Jones, our client-centered approach ensures that your financial goals remain at the heart of everything we do.

As a CERTIFIED FINANCIAL PLANNER®, or CFP®, professional, I bring a comprehensive approach to financial planning, helping individuals and businesses navigate investment strategies, wealth and retirement planning with confidence. Additionally, my Chartered Retirement Plan Specialist® designation allows me to provide guidance in designing and managing employer-sponsored retirement plans, helping to ensure business owners...

Work History

  • Edward JonesJanuary 2021 to Current
  • Delta Sand & GravelJune 2018 to January 2021

Financial Advisor Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS®

    Accredited Asset Management Specialist™

  • CRPS™

    Chartered Retirement Plans Specialist™

Education

  • Northwest Christian CollegeMBA (Masters of Bus Admin)
  • University of OregonBachelors

Personal Interests

  • Spending Time with Family
  • Basketball
  • Volunteering
  • Personal Fitness
  • Yoga

Team Members

  • Alyssa Hathorn
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Phone

(541) 756-0854

Fax

(888) 705-5480

Office Address

2195 Broadway Ave
North Bend, OR 97459opens in a new window

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