Michael Lee is a Principal Wealth Advisor and Focus Team Lead at Farther, where they provide retirement and tax planning for employees approaching retirement, specifically aiding AT&T employees in understanding and maximizing their benefits. With a diverse background in financial advisory roles from 2014 to 2022, they previously served as a Registered Representative at FSC and as an Investment Advisor Representative at The Retirement Group. Michael is currently pursuing a Bachelor of Science in Management Science at the University of California, San Diego's Rady School of Management.
Location
Oakland, United States