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  • Our Team
  • Comprehensive Wealth Management
    • Estate Planning
    • Asset Management
    • Generational Wealth Planning
    • Retirement Planning
    • Tax Planning
    • Risk Analysis
    • Business Planning
  • Resources
  • Contact
Account Login
Client Services Officer

Lee Setzen

Lee joined Kaplan Financial Services in September 2019 and has become a valued and personable member of the team. His attention to detail has earned him regular accolades from both inside the Kaplan Financial firm and among a loyal client base.

Lee Setzen graduated in 2015 from Boston University with a B.S. in Business Administration.

After graduation, Lee worked at Charles Schwab Investment Advisory as a Client Service Associate, supporting the needs of high-net worth clients through the Windhaven Investment Management team and Thomas Partners Investment Management group in their Boston office. In this role, Lee was responsible for supporting the Relationship and Client Portfolio Managers in servicing clients on a day-to-day basis for the busy offices.

Lee Setzen headshot

Industry experience: 6 years

Joined Kaplan Financial: 2019

2 Newton Executive Park Ste 300

2227 Washington St.

Newton, MA 02462

(617) 527-1557

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.


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