Lee Fortenberry, CFP in

Lee Fortenberry, CFP

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Senior Vice President at Financial Growth Partners
📍 Gettysburg, Pennsylvania, United States

With over three decades in financial services, Lee Fortenberry is a seasoned executive specializing in leadership coaching and financial strategy. A graduate of Erskine College with an M. S. in Financial Services, he holds multiple professional designations, including Certified Financial Planner (CFP) and Chartered Advisor in Philanthropy (CAP).

Lee is a U. S. Army veteran, having served as a Captain on active duty for four years and in the Maryland Army National Guard for seven more. He and his wife reside in Gettysburg, PA, and have four adult children. His work in philanthropy reflects a deep commitment to community and service.

He received the Huebner Personal Mentorship Award for his dedication to mentoring other financial services candidates.

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Current Role
Senior Vice President
Location
Gettysburg, Pennsylvania, United States
Personality Overview

How Lee shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Lee cares about

Wealth Management
His career is dedicated to providing financial analysis, management support, and strategies for retirement, investments, and inheritance to help clients achieve wealthy lives.
Philanthropic Strategy
He holds the Chartered Advisor in Philanthropy (CAP) designation, underscoring a specialized expertise in guiding clients on charitable giving and legacy planning.
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Career

Work history

3-2019
Senior Vice President
Financial Growth Partners
3-2019
Managing Director
Financial Growth Partners
1-2018 - 3-2022
Senior Consultant
Self-employed
4-2017 - 12-2017
Development Officer
Northwestern Mutual
1-2014 - 11-2016
Managing Partner
Northwestern Mutual
In the press

Media appearances

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Education
2001 - 2007
Master of Science in Financial Services
The American College of Financial Services
1982 - 1986
Bachelor of Science (B.S.)
Erskine College
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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