Lee Pelko CFP®, CRPC®

Certified Financial Planner Professional

Lee Pelko

“It would be great if retirees instinctively knew whether they’ve missed investment or tax opportunities or if their estate plan is flawed. But until that happens, my job is to uncover those hidden financial landmines and resolve any dilemmas before they unravel into unintended predicaments.”

Lee Pelko

Lee Pelko, CFP®, CRPC® has been a Rodgers & Associates financial planner since 2004. She was previously employed at Miller & Miller CPAs, where she developed the firm’s asset management services in cooperation with Oppenheimer & Co., the Wall Street investment consulting firm. In her five years with Miller & Miller CPAs, she distinguished herself for having successfully transitioned high-net-worth clients into retirement by creating efficient tax and estate strategies that enhanced asset management services. Her finance career began in 1992 as a tax advisor for H&R Block.

Lee conducts several financial seminars for women throughout Lancaster County. She also works with a variety of civic and professional institutions, including serving as a member of the Lancaster Hospice Planned Giving Council, past president of the Lancaster Chapter of the Society of Financial Service Professionals, and as an active member of the Financial Planning Association.

A classically trained pianist, Lee resides with her husband in Lancaster County.

Recent Posts from Lee Pelko

Certified Financial Planner
Member, National Association of Personal Financial Advisors
Member, Financial Planning Association

Contact Rodgers & Associates

2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800
Toll-Free: 888-876-3437
mark@rodgers-associates.com
2025 Lititz Pike, Lancaster, PA 17601
Phone: 717-560-3800, Toll-Free: 888-876-3437