Peter Lee is the Director of Tax Planning and a financial planner at Harbor Group. In addition to being a CERTIFIED FINANCIAL PLANNER™ , Peter is a CPA and has an extensive background providing tax planning for clients. Peter’s experience includes over 20 years of tax services to large regional firms, a Big 4 accounting firm, as well as private wealth management firms. At those firms, Peter worked specifically with high net worth individuals.
Prior to joining Harbor Group in November 2022, Peter was the Tax Manager at Bigelow & Company in Manchester for over eight years. In this capacity, he worked primarily with individuals, estates, and trusts while working collaboratively with financial advisors. At Bigelow & Company, Peter worked with clients with a wide range of backgrounds and focused beyond tax preparation with the goal of being a resource to provide overall financial guidance for day-to-day life. It was Peter’s passion for working with individuals that led him to also become a CERTIFIED FINANCIAL PLANNER™ . Peter’s combination of qualifications uniquely positioned him to develop strong relationships with his clients and provide a holistic approach to their planning.
Peter is originally from Boston, where he was raised. He is a graduate of Northeastern University, where he double-majored in Accounting and Finance. Peter is a member of the Financial Planning Association, American Institute of Certified Public Accountants, and New Hampshire Society of Certified Public Accountants.
Peter lives in Nashua with his wife, Katie, and their children, Collin and Emma. In Peter’s spare time, he spends as much time with his family as he can and when he is not with them, he can be found outdoors on a mountain bike or rail trail.