Glassman Wealth Services

Glassman Wealth is a full-service, fee-only fiduciary providing highly personalized investment advice, financial planning, and wealth management. With one of the lowest client-to-advisor ratios in the industry, Glassman Wealth’s team of engaged, innovative advisors has the time to focus on each client’s unique needs and goals and dreams. This personalized and sophisticated approach enables Glassman Wealth to serve each client as their dedicated financial steward, helping them not simply to achieve their financial goals, but to realize their dreams.

We are thrilled to announce that Client Advisor Candace Lee has recently attained the IRS designation of Enrolled Agent (EA), the highest credential awarded by the IRS. Enrolled agents are the only federally licensed tax practitioners who specialize in taxation and also have unlimited rights to represent taxpayers before the IRS. While the hard work and dedication to earn this designation are impressive on their own, what truly sets Candace apart is how she personally took it upon herself to go above and beyond and earn this designation not only in the pursuit of her own interests, but in an effort to better serve our clients and enhance the collective knowledge of the Glassman Team.

As a Certified Financial Planner™ (CFP®) Candace already must complete 30 hours of educational requirements in order to maintain her certification. This additional certification, earned after passing a rigorous, comprehensive three-part exam, requires an additional 72 hours of tax-centric continuing education courses every three years. But Candace’s curiosity, and passion for enhancing the lives of our clients, make it all worth the time and effort. The knowledge and experiences this additional certification will bring her are invaluable to the team, will help her to best serve her clients, and showcase the incredible dedication and hard work that make Candace a true asset to Glassman Wealth Services.

Please join us in congratulating her for this incredible achievement!

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