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Steven J. Lee

Steven J. Lee has lived The Money Plan. He currently runs a $40 million private investment fund through SL Consultants Group, Inc. In 2007, the medical company he founded in 1990, and headed for 13 years, was sold for $1.5 billion to a major corporation. During his career he has built and sold several other companies in technology and bio-technology, and also serves of President of two venture funds. He holds a Bachelor’s degree cum laude from Lehigh University (where he was a Trustee), a law degree from Fordham University, and an MBA from The Wharton School at the University of Pennsylvania.

Mr. Lee’s previous six books and articles on investments deal with mergers and acquisitions, real estate, and venture capital. He is married, has two adult children who are professionals, and makes his home in Florida. Mr. Lee planned this book to be used in conjunction with the additional information on an interactive website at www.themoneyplanbook.com.


“Thy shalt not worship thy investment advisor, for if she were so smart she would be retired by now.”
Steven J. Lee
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“The first rule in making money is not to lose it.”
Steven J. Lee
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“Thou shalt not forget that money is only money and not character or fame.”
Steven J. Lee
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