Jay Lee, CFP®, CFA Ballaster Financial

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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.

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Recently Published

Ballaster Financial featured on CBS MoneyWatch

April 29, 2022

With the tax season (mostly) behind us, we provide tips on utilizing your tax refund to invest toward wealth creation while battling inflation

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Building Wealth Through Roth IRA’s

March 30, 2022

With the April 18th deadline for tax filings impending, we discuss the benefits and considerations of an important tax-advantaged account in Roth IRA’s.

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Ballaster Financial featured on Fatherly.com

February 8, 2022

In an article titled “Where to Put Your Money When Inflation Is on the Rise: 5 Expert Tips”, we shared our thoughts on lesser known ways investors can further diversify their fixed income portfolio to protect from rising rates and inflation.

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Ideal Clients

  • Gen Y/Millennials
  • Immigrants
  • Young Families
  • Young Professionals

Ways Advisor Charges

  • Monthly Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $315+/mo
  • Assets Under Management: 0.95%

SEC Records

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