Ariel Lee

Financial Advisor
Connect with Ariel Lee
ariel.lee@cplanning.com

Office Location:
233 N Main St
Suite 202
Greenville, SC 29601

Ariel isn’t your typical financial advisor. For over a decade, she navigated the fast-paced car industry and after wearing many hats—from sales to finance director and eventually general sales manager—she realized that working 70-hour weeks wasn’t sustainable. She craved more balance and a chance to build meaningful, long-term relationships. So she took a leap of faith.

Nearly five years at a large financial firm taught her the ropes, but the desire for a more personal, boutique-style approach led her to Consolidated Planning—her “Goldilocks fit,” where the culture is all about supporting each other and delivering an experience that feels just right.

Ariel’s all about serving clients who’ve felt like financial advice wasn’t meant for them—single professionals, breadwinning women, and blue-collar business owners seeking a partner they can actually relate to. She brings a down-to-earth perspective shaped by her own journey, which included becoming a mom at 20 and navigating every financial situation in between. Think of her as your “financial bestie”: warm, approachable, and always in your corner, ready to help you find the freedom and flexibility that money can offer.

Beyond the office, Ariel is deeply involved in her community. She chairs the board of The Shepherd’s Center of Spartanburg, leads the Executive Leadership Team for the Walk2EndALZ, and serves as Vice President of the Upstate Senior Network—roles that let her give back while building strong local connections. Happily married to her husband, John, for a decade, Ariel is preparing to send her daughter, Mya, off to college, leaving them with their beloved yorkiepoo, Coco.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 6115 PARK SOUTH DRIVE, SUITE 200, CHARLOTTE NC, 28210, 704-5528507. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Consolidated Planning, Inc. is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number – 4135652.