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About the Author

James H. Lee
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Author Info

James H. Lee is an award-winning financial advisor with over 30 years of experience. He is also the founder of StratFI, a boutique investment advisory firm that focuses on “what happens next.”

Jim has been quoted by The Wall Street Journal, USA Today, The News Journal, Financial Planning, and Technical.ly. His articles have been printed by the AARP, Investopedia, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist.

A popular keynote speaker on trends, Jim has presented to audiences in the U.S. and abroad, covering a range of topics related to the future.

He is an active member of the Association of Professional Futurists and holds multiple professional certifications:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Market Technician (CMT)

Jim graduated with a B.A. in Economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake. In his free time, Jim enjoys biking and cooking with his wife Stephanie.

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