Carol Lee Roberts

CFP®, CDFA, CeFT

President
IDFA

Website: https://institutedfa.com/

Carol Lee Roberts, IDFA President, has over 30 years of experience in the financial services industry and holds the Certified Financial Planner, Certified Financial Transitionist and Certified Divorce Financial Analyst® designations.

Carol Lee has an undergraduate degree from Augustana College and a Master’s Degree in Financial Planning from DePaul University. Carol Lee also has experience in the field of certification having served as the Managing Director of Education and Examination at the CFP Board of Standards in Washington, D.C.

Carol Lee is a member of the Institute for Divorce Financial Analysts, the Financial Planning Association, and a former Board member of FPA-Illinois.