Whitney Lee

Associate Private CFO, oXYGen Financial Inc

Atlanta

A proud native of Atlanta, Whitney graduated from Georgia State University’s Robinson College of Business, where she received her Bachelor’s Degree in Finance with a concentration in investments. Whitney was actively involved at GSU where she was a member of the National Society of Leadership and Success, The Finance Society, and the Panthers on Wall Street.

She knew for most of her life she wanted to pursue a purpose driven career, helping people achieve their goals every day. oXYGen Financial has built a collaborative environment with the client's best interest placed in the forefront. Clients can address insurance needs, incorporate tax planning strategies, wealth management, and business planning, all in one place with our family office approach. They pair the use of technology, with world class attention to good "old fashioned" client service to provide a much needed ease of doing business in today's fast-paced environment.

In her personal practice, she enjoys working with young professionals, entrepreneurs, and C level executives to better understand and combat the issues every busy individual faces from day to day. We live in an age of information overload, so how do you know what will work best for your personal situation and goals? Her role is to help clients sort through the tons of data thrown at them daily and act as a resource broker to help them make better financial decisions and improve their lives, while understanding your time is a precious commodity!