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Cliff Guthrie is a Certified Financial Planner with more than 10 years of experience and has been educating Northeast Florida residents on personal finance and retirement planning strategies for many years. He works with successful professionals, business owners, and retirees who are concerned with building and maintaining financial security for themselves, and their families, so they can fully enjoy their retirement years. He provides comprehensive financial planning strategies to pre-retirees and retired individuals, helping them achieve total wealth optimization and a reliable income source in retirement. Lee ensures that every client walks away feeling at ease and content about their future. Lee holds the following licenses: FINRA Series 66 License and FL 2-15 insurance license. He graduated from Jacksonville University with a degree in Finance. He was born and raised in Jacksonville, Florida and in his spare time loves to read, cycle and sail on the St. Johns River.

AFEA, the American Financial Education Alliance, is recognized by the IRS as a 501(c)(3) Non-Profit Charitable Organization that provides educational workshops and classes in businesses and universities nationwide. Our instructors are licensed and trained financial professionals with a minimum of 5-years of real-world experience in their field. They have been pre-screened and required to pass a series of training sessions on how to properly educate in a not-for-profit setting before becoming a Chapter President and Instructor with AFEA. AFEA courses and workshops do not promote or endorse any specific products or companies, and no selling is allowed. AFEA educational workshops and courses are for general, non-commercial, education only and are not intended to be construed as tax, legal or financial advice. Attendees should seek the assistance of a financial or tax professional familiar with the course prior to implementing any of the ideas and strategies taught or discussed in the course.