F&P Felton & Peel Wealth Management
Malik S. Lee, CFP, CAP, APMA

Malik S. Lee, CFP®, CAP®, APMA®

Managing Principal · Investment Advisor Representative

As the founder of Felton & Peel Wealth Management, I'm proud to utilize my two decades of experience and expertise to help change people's financial lives for the better.

Connect With Me

I do what I do because I love people and numbers. It brings me great joy to use my natural talent for finances to deliver a uniquely personal and affordable financial planning service that elevates the lives of people from differing backgrounds and walks of life. I love to listen to clients' stories of what made them the successful people they are today.

Throughout my career, I've had the benefit of working with some of the greatest minds in financial planning, insurance, and investments at some of the largest and most reputable financial institutions in the world. By creating Felton & Peel Wealth Management, I've taken those experiences to give our clients an extremely well-balanced and thorough financial experience.

My Path to Felton & Peel

Many life experiences led me to where I stand today, but the most important is my upbringing. My great uncle was one of the most successful people I knew — he was an accountant, so I wanted to be one too, and I was naturally good at numbers.

Both of my parents passed away before I was six years old, so I went to live with my grandmother — a move that significantly defined the man I am today. A lot of people stepped up to help raise me, from family and friends to church and the community. It really took a village to raise a young Black, parentless child in the inner city of Queens, NY.

Each time I achieve a new success, I know that every single person who participated in my upbringing deserves a huge nod of thanks, as this is their success too. It brings me a great sense of peace to pay it forward and give back in as many ways as possible to the community that remains my bedrock.

Professional Background

Featured in: The Wall Street Journal, CNBC, Barron's, Yahoo! Finance, CNN Money, Reuters, MarketWatch, Nasdaq, The Motley Fool, Business Insider, Kiplinger, NerdWallet, Investment News, MagnifyMoney, The Penny Hoarder, Bankrate, The Atlanta Business Chronicle, and LendingTree.

I graduated with a B.A. in Finance from Morehouse College, and I hold a Certificate in Financial Planning from Oglethorpe University, a FINRA Series 66 license, and a Life, Accident, & Sickness license. I was highlighted in Morehouse's "We Are Morehouse" (#wearemorehouse) campaign as one of the top alumni from the classes of 1990 to present.

A Little More About Me

My life experiences have left a deep and meaningful imprint on the man I have become, and family remains at the core of everything I do. In my spare time, I love nothing more than to enjoy the company of my incredible community of relatives and friends, both in Atlanta and in my hometown of Queens, New York.

I am also heavily dedicated to supporting philanthropic endeavors and am a member of the Philanthropic Advisor Leadership Institute (PALI). Volunteering and mentoring are passions of mine, especially with charities supporting children who have lost their parents, those with autism, at-risk and troubled youths, and young people building financial literacy.

Health and fitness matter to me — I practice Judo and Muay Thai, enjoy cooking on my Green Egg grill, watching and playing sports, dancing, watching reality financial TV (Profit and Shark Tank), and traveling. I live in Powder Springs, GA with my wife Stephanie and our two children.

I strive to make connecting as easy as possible. Email me at contactus@feltonandpeel.com, or call 800-822-7068 ext 1. You can also book an appointment to meet virtually, or in person if you're in the Atlanta, GA area.