Cfp® Timothy Lee

Timothy Lee, CFP®, currently serves as a Financial Planner at Corient since June 2019, where significant accomplishments include creating and delivering 1-2 comprehensive financial plans weekly for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, and contributing educational content to the firm's website. Previously, Timothy held positions as an Associate Financial Planner at eMoney Advisor and as a Client Support Specialist, where responsibilities included resolving client issues, educating financial advisors, and performing detailed software analyses. Prior experiences also include roles at Penn Mutual, The Retirement Group LLC, and Soledad Investment Management, focusing on client education, financial strategy analysis, and investment decision support. Timothy earned a Bachelor's Degree in Economics from UC San Diego in 2016.