Stephen I. Lee,
Stephen began his career in wealth management in 2001, and has a broad range of experience in banking, insurance, investments, and advisory services. He is passionate and dedicated to helping his clients navigate through a variety of key financial challenges by taking a comprehensive approach to planning.
He graduated from the University of California, Irvine with a Bachelor of Arts in Economics and from USC Marshall School of Business with a Master of Business Administration. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional, holds the FINRA Series 66 license and is a member of the Financial Planning Association (FPA) of Orange County. He is a 7-time World Champion and 2-time National Champion in BMX (Bicycle Motocross) Racing and lives in Irvine, CA with his wife and twin daughters.