Michael Lee
Areas of Expertise
Qualifications & Experience
- BS in Management Science, University of California San Diego
- 10+ years of experience in Retirement Planning, Tax Planning and Investment Management
Media
Words to Live By
Client Experience Professionals
Team Members
About
With over 10 years of experience as an advisor, Michael brings a laser-focused approach to holistic wealth management. His first foray into retirement planning was when his mother retired from Kaiser Permanente Walnut Creek. As a first generation American, Michael had the duty of translating for his family – and he felt, firsthand, the stress and anxiety that large financial decisions can cause for the majority of retirees.
Michael provides fiduciary advice to soon-to-be retirees of large corporations. And he makes it his number one priority to chop down complex financial concepts – including pensions, 401K/TSA, Social Security, and taxes – into easy-to-understand bites for his clients. Michael’s expertise enables him to add a strong layer of financial advice to a company’s HR team – with a particularly strong understanding of the retirement programs offered by PG&E, AT&T, Kaiser Permanente, Chevron, Northrop Grumman, Boeing, and Raytheon.
Michael's bevy of experience is underscored by his list of achievements:
- InvestmentNews’ Rising Star 2025
- Advisor Hub 250 Advisors to Watch 2025
- InvestmentNews’ Hot List 2024
- Farther Founders Club 2025
- FSC President’s Club 2017, 2018, 2021
- FSC Achievers Club 2019, 2020
He has also been featured in several media outlets:
Born and raised in Oakland, CA, Michael is an active member of the dog rescue community – having fostered many dogs through rescue organizations including Chows Plus and Love Second Chances. You can find him exploring around town with his latest rescue, Chow Chow Maple.