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About MK Lee, CFP®

MK is a CERTIFIED FINANCIAL PLANNER™ professional and a financial life coach who provides step-by-step guidance for busy families and professionals to realize their wealth, career, retirement, and bucket-list goals.

Prior to founding SEAMFI, MK worked as a trusted advisor in New York and the Bay Area for high net worth clients, including individuals featured on the Forbes 400 Billionaires list.

She has guided many families in balancing their current needs with their future goals. She provides services related to budgeting and cash flow management, investments, retirement planning, estate planning, and clients’ philanthropic interests.

MK and her family live in Tacoma, WA, where MK enjoys the laid back culture and the natural splendor of the Pacific Northwest. She is passionate about lifestyle and is a frequent traveler who prioritizes spending time with family and friends.

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Ideal Clients

  • Dual Income Family
  • Equity Recipients (RS/RSU SOP ESPP)
  • Established Professionals

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly

Fee Options:

  • Monthly Fee: $300/mo
  • Flat Fee: $2700/engagement
  • Hourly Fee: $300/hr

SEC Records: