With over two decades of experience in the financial services industry, Jason Lee is a seasoned financial advisor committed to helping clients build, manage, and safeguard their wealth. Over the last 20 years, Jason has developed a deep expertise in delivering targeted and timely investment and wealth management strategies designed to meet both the immediate and long-term goals of his clients. His approach is grounded in a deep understanding of market trends, coupled with a keen ability to anticipate clients’ evolving financial landscapes.
At the core of Jason’s practice is a belief in the power of strong, trust-based client relationships. He understands that every financial journey is unique and takes the time to listen, learn, and customize his approach to the specific needs of each individual or family. This client-first philosophy ensures that Jason creates financial strategies that are as individualized as the people Jason serves, encompassing everything from investment management and retirement planning to estate preservation and legacy building. His goal is to help ensure that every client’s financial future is positioned for long-term growth.
Born and raised in San Jose, CA, Jason holds a Bachelor’s degree in Finance from Santa Clara University’s Leavey School of Business. Outside of his professional life, Jason enjoys spending quality time with his wife, Amiee, and their two sons, JJ and Jett. He enjoys playing golf and basketball. He is also an avid sports fan, supporting the 49ers, Warriors, and Athletics.