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Robert Lees, CPA, PFS

Robert   Lees
Phone : 303-639-1040

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Robert Lees has over 30 years of experience in public accounting, working primarily with high net worth individuals, their closely-held businesses and trusts. With his background as a personal financial planner, Mr. Lees brings an action-oriented and proactive approach to his clients to ensure a successful financial future.

During his tenure as a senior manager with KPMG, LLP from 1996 to 2004, he provided tax and financial planning advice and compliance services to sophisticated individuals, their closely-held business and their trusts. Prior to joining KPMG, LLP, which is one of the worlds largest accounting firms, Bob was a partner in a local Albuquerque accounting firm.

Bob has provided reliable advice and assistance in the areas of stock option planning, planning for concentrated equity positions, estate planning strategies, charitable remainder trusts, retirement plan analysis and many other complex tax strategies.

In addition, Bob provides his clients with personal financial planning advice in the areas of retirement, cash flow and education planning. As a registered investment advisor, Bob provides investment advisory services focusing on asset allocation and mutual fund manager selection.

Bob has been a certified public accountant (CPA) since 1979. He became a personal financial planning specialist (PFS) as accredited by the American Institute of Certified Public Accountants (AICPA) in 1990. Mr. Lees received his Bachelor of Science of Business Administration, with a major in accounting from the University of Hartford. In 1991, Bob became a member of the AICPA’s Personal Financial Planning Member Services Sub-Committee. Three years later, he became the Chairman of that Sub-Committee and served in that capacity until 1996. The Member Services Sub-Committee was responsible for preparing and updating technical practice aids for CPA’s providing personal financial planning services. Mr. Lees was the technical editor of the AICPA’s updated CEA course #1, Putting the Process into Practice and served as a member of the AICPA’s Personal Financial Planning Annual Technical Conference Committee from 1999 to 2002. He has been a speaker at national personal financial planning conferences and has been quoted in both local and national publications including USA Today and Mutual Funds Magazine. Topics from his speeches include “Analyzing Retirement Planning Software”, Moderator, AICPA PFP Annual Technical Conference, 2000, “Client Relationships”, AICPA PFP Annual Technical Conference, 1997, “The CPA/Planner in the Year 2000”, Moderator, AICPA PFP Annual Technical Conference, 1998, and “A Potpourri of PFP Ideas”, AICPA Private Companies Practice Section Annual Conference, 1992. He is a member of the AICPA and Colorado and New Mexico Society of Certified Public Accountants.