MK Lee, CFP® SEAMFI LLC

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About MK Lee, CFP®

MK is a fee-only and fiduciary financial planner helping professionals in the tech industry build strong and agile financial futures.

MK provides financial planning and coaching services to inform and empower your decision-making — giving you the knowledge, strategies, and confidence to grow your own wealth.

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 earned her MBA from The University of Chicago Booth School of Business.

Throughout her career, MK 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 she enjoys the relaxed culture and the natural splendor of the Pacific Northwest. She is passionate about keeping a work/life balance and to that end is a frequent traveler who prioritizes spending time with family and friends.

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Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

Ideal Clients

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

Ways Advisor Charges

  • Flat Fee
  • Hourly

Fee Options:

  • Flat Fee: $4900/engagement
  • Hourly Fee: $350/hr

SEC Records:

Disclosure

The annual XYPN membership fee paid by this firm is in consideration of a variety of services and benefits provided by XYPN to its advisor members - including the ability to be listed in this Directory. For a complete description of current XYPN member benefits, please refer to the Membership Benefits section of this website. For current membership pricing, please refer to the Pricing section.

XYPN, due to the compensation it receives from advisors in the form of the annual membership fee, has an incentive to list only these such advisors in the Directory. This creates a material conflict of interest.

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