Sophit Lee (CFP®)

Sophit Lee focuses in the
following client markets or areas of practice:

Investment Advice with Ongoing Management

Investment Advice without Ongoing Management

Middle Income Client Needs

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

Planning Specialties

Retirement planning, portfolio management, employee stock options, employee benefits, personal income tax planning, and planned giving.

Additional Information

Sophit received her undergraduate and graduate degrees from the University of California, Berkeley. She brings insights from over 40 years of investment and over 28 years of financial planning experience to help clients coordinate and integrate their personal financial planning needs with their tax and portfolio considerations.

Sophit regularly contributes to her profession. She was an instructor in the Personal Financial Planning Certificate Program at the University of California at Irvine; a guest instructor at the NAPFA Midwest Regional Conference Basic Training Program; and a past volunteer member on a CFP Board of Professional Review hearing panel. The hearing is part of the CFP Board’s process in reviewing and investigating complaints against CFP® practitioners. She had also participated in the national consumer hotline, co-sponsored by Kiplinger Personal Finance Magazine and NAPFA.

Sophit was quoted in print and online articles, including Journal of Financial Planning and the New York Times.