Dennis Lehman

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Dennis Lehman
CFP®, CMFC
Partner & Senior Financial Advisor
dlehman@ncafinancial.com

Dennis Lehman CFP®, CMFC is a Partner and Senior Financial Advisor at NCA Financial Planners. He and his wife have been married for over 25 years, and reside in North Carolina with their two daughters and golden doodles, Buckeye and Lucy.

Dennis received his bachelor’s degree in finance from Kent State University and joined NCA in 1998. He was instrumental in the establishment the NCA Investment Committee in 2006, and served as Chief Investment Officer from 2006 – 2015. Dennis also serves on the Board of Trustees for his daughter’s school.

With over 27 years of experience, Dennis can understand a client’s situation and develop a comprehensive plan that incorporates all aspects of financial planning to meet their needs. He takes pride in the fact that NCA does not sell products, but rather solves problems and offers unbiased professional answers to clients concerns.

In his free time, Dennis enjoys staying active by playing tennis and wake surfing.

 

Securities offered through Royal Alliance Associates, Inc. (RAA), Member FINRA/SIPC. Investment advisory services offered through NCA Financial Planners. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.

Check the background of this investment professional on FINRA's BrokerCheck.