2024 Speaker
Lee Conti, Jr.
Partner, CPS Private Client Solutions
LEE CONTI, Jr., is a Partner with CPS | PSC and a nationally recognized speaker on cutting-edge insurance trends. He is committed to the highest fiduciary standards and has dedicated the last 26 years to helping advisors design insurance programs to help their clients protect and augment wealth. Lee achieves this by creating sophisticated insurance solutions tailored for affluent families, corporations, entrepreneurs, and professionals with unique or shortened income streams.
Lee is certified nationally as a Continuing Education instructor for Insurance sessions and is also approved to teach CFP® Continuing Education courses to financial advisors. He takes pride in creating and teaching dynamic sessions that allow advisors to walk away with practical information to help their clients plan for a better future. He has currently trained over 8,000 advisors on risk management strategies.
Lee has been a breakout speaker at financial planning industry conferences since 2006 and is consistently a go-to resource for advisors on insurance-related questions. His passion for education led him to serve on the FPA of NY’s Board before becoming President in 2016. Lee currently sits on the Board of Savvy Ladies, a 501 (c)(3) non-profit organization, and is continuously inspired and driven to give back to his community.