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Peter Lee, CPA, CFP® has extensive work experience in tax planning, management, and consulting roles. Peter is currently the Director of Tax Planning at Harbor Group since November 2022. Prior to that, they worked as a Tax Manager at Bigelow & Company CPA, P.C. from September 2014 to October 2022. Before that, they served as a Senior Tax Associate at DiCicco, Gulman & Company from December 2012 to August 2014. Peter also worked as a Senior Consultant at Argent Wealth Management from February 2007 to November 2012. Peter began their career as a Senior Accountant at Pricewaterhouse Coopers LLP from October 2004 to February 2007 and also held the position of Senior Associate during that time. Prior to that, Peter worked as a Senior Associate at The Bollard Group from January 2003 to August 2004. Peter started their career as an Associate at Brown & Brown, LLP from 2000 to 2002.

Peter Lee obtained a Bachelor's degree in Accounting and Finance from Northeastern University, where they attended from 1994 to 1999. Peter also holds a Certified Financial Planner (CFP) certification, which they obtained from the CFP Board in December 2017. Additionally, Peter Lee is a Certified Public Accountant (CPA), although the specific institution and the date of their CPA certification are unknown.