Soo Lee

Financial Advisor & Licensed Agent

With over 20 years in the financial and retirement planning industry, Soo's primary focus is to help families reach their retirement financial goals. She is a diligent educator of the retirement process. She believes in taking the extra time and care needed to educate her clients and help them understand the process and the solutions presented. Soo goes above and beyond – to find the best-personalized strategy for each client.

Soo worked as a Quantitative Analyst, Financial Advisor, and Planner with Morgan Stanley, Wells Fargo Advisors, and PNC Investments.  Currently, she enjoys working in the public sector and educating and helping clients with their retirement goals.

Soo is an Investment Advisor Representative (IAR) licensed in FL, MD, MI, NJ, NY, OH, PA, SC, TX, and VA. She lives in Bergen County, NJ with her husband, Michael, and has a son, Christopher, who graduated from college in 2020 and currently works for Microsoft in Seattle.