Lee Grossman, CFP® Investment Advisor Representative
With over 40 years of experience in the financial advisory and insurance industry, Lee Grossman has dedicated his career to the art of retirement stewardship. As a CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative of Creative Financial Designs, Inc. (CFD), Lee specializes in helping pre-retirees and retirees navigate the transition into their next chapter with confidence. His practice focuses on principal preservation and ensuring assets last throughout retirement.
A strong Christian, Lee brings steadfast dedication and integrity to every client relationship. He serves as an Elder at Zion Presbyterian Church (PCA) and previously served his community as a school board member at Lincoln Christian School. He is also a long-time supporter of the Nebraska Children’s Home.
Lee and his precious wife of over 40 years enjoy spending quality time with their children and eight grandchildren at their acreage or on frequent adventures. An avid home cook, Lee finds joy in the kitchen and frequently grills, smokes, and prepares meals for family and friends.