About Jay Lee, CFP®, CFA
After almost two decades on Wall Street, Jay decided to follow his passion of helping like-minded working professionals and families achieve their financial goals.
With experience spanning across financial planning, investment research, portfolio construction, and alternative investments, Jay has extensive and diverse perspectives to help clients secure their financial futures. His client base has spanned the rising affluent to the ultra-high net worth.
Jay has been quoted in media outlets such as the Wall Street Journal, Bloomberg, and Barron’s and has attained the CERTIFIED FINANCIAL PLANNER™ (CFP) and Chartered Financial Analyst® (CFA) certifications, widely considered gold standards in financial planning and investment designations.