Questions? Contact us 1-855-4FINDEC
Questions? Contact us 1-855-4FINDEC

About Us

History | Values | Team

Who We Are

FinDec provides comprehensive financial planning, wealth management, and workplace benefits consulting and related services. FinDec was founded as a family-owned and operated “mom and pop” shop that has grown into a corporation serving clients nationwide out of their multiple locations.

Our Great Story

In 1987, Fred and Nancy Lee earned the trust of our first client. The husband-wife duo launched a financial advisory firm focused on putting clients first and they built it up, one client at a time. They brought on team members who shared in their vision of helping people build wealth over time.

We’ve come a long way since we first opened our doors more than 30 years ago — what has always been at the core of what we do is an effort to earn the ongoing trust of our clients. As we embrace new techniques, technologies and thinking, we always keep our eye on what’s most important: Our clients and the trust they have in us. We’ll always maintain the values Fred and Nancy cemented in the company.

Core Values


Family is at the core of everything we do. FinDec was started by a family and builds on that legacy each and every day.


We put the needs of our clients first because we are honest financial advisors. We will never steer our clients in a direction that we know is wrong — our integrity informs how we communicate and advise our clients.

New Ideas

We believe in evolving to ensure that we’re providing clients the best possible advice and services. Things change and we stay ahead of the curve by putting innovation at the forefront of what we do.


The status-quo is simply unacceptable at FinDec. We’re determined to do the best by our clients.


Our founders were educators. Our firm was created with deep principles rooted in the value of education and that no one can take that away from another person. Education is the most powerful tool — whether it be in business or in life.


Clients are at the center of what we do: we have collectively created a community. This community drives our company forward — it allows us to do good. We are committed to giving back to the communities we serve. We are proud to be a part of something greater than ourselves.

Our Culture

We believe in the power of planning ahead, and here at FinDec we want to pass along that knowledge to our valued clients so that they can be financially secure in their future, planning for retirement and beyond.

But it all starts with the culture we build internally. Behind every financial suggestion and decision is a person. A real person with real dreams. And everything we do is meant to better peoples’ lives and help families build a legacy. We’re building a legacy here at FinDec and alongside every client who entrusts us with their financial future.

We’re passionate about our work and are united in our common goal to serve you. Learn more about how we serve our clients — the individuals and businesses who rely on FinDec for their financial future.

Cups of Coffee Daily

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