Profile of Jonathan Lee
Jonathan Lee is the Founder of The Foundation for Financial Education, one of the largest and fastest growing 501(c)(3) nonprofits in the country, currently operating in over 25 states.
Jonathan has counseled over 10,000 federal employees towards a healthy and prosperous retirement. He is one of the only Certified Tax Advisors in the nation and he is the creator of the C.A.R.E. Program, using trusts to save countless families hundreds of thousands in tax dollars.
Jonathan has also provided training and custom software programs for financial planners, tax advisors, and investment professionals nationwide. His webinars and seminars are in constant demand because of his expertise in government and military benefits, trusts, insurance, tax, and estate issues.
Besides his nonprofit, Jonathan has donated his time to charities helping the impoverished and families with food insecurity. He created a food and financial assistance program for suddenly unemployed restaurant workers in 2020. Jonathan, his wife, and his family live in suburban Maryland and Clearwater Beach, Florida.
What Our Experts Are Up To