Lee is a Wealth Advisor for Avior Wealth Management.
With decades of experience in serving customers and the local community, Lee is a dedicated professional who believes in putting his clients first. Since 1995, he has been a CERTIFIED FINANCIAL PLANNER™ practitioner. Lee’s philosophy centers around planning before making any significant retirement or investment decisions because, as he knows, most people have no plan when it comes to these crucial aspects of their financial lives. His reputation for providing trustworthy, well-researched advice speaks for itself. Lee believes in a proactive approach to wealth management, aiming to minimize risks and provide greater opportunities for his clients’ financial success.
Professional Memberships:
- Member of the Financial Planning Association (FPA)
- Qualifying Member of the Million Dollar Round Table, the premier association for financial professionals
Educational Background:
- B.S. from California Polytechnic University
- M.S. from Seattle Pacific University
Award-Winning Excellence:
Lee is a multi-year recipient of the Five Star Professional award for Wealth Managers, as seen in Seattle Magazine.