Timothy Lee

Timothy Lee, CFP®, currently serves as an Associate Financial Advisor at Secfi, a role held since December 2024. Prior to this, Timothy was a Financial Planner at Corient from June 2019 to December 2024, achieving a promotion within two years and demonstrating expertise in comprehensive financial planning for high-net-worth clients. Timothy has a strong background in utilizing financial planning software such as MoneyGuidePro and Holistiplan, and contributed to the firm's content by writing insightful blog posts. Earlier experience includes positions at eMoney Advisor, Penn Mutual, The Retirement Group LLC, and Soledad Investment Management, where Timothy developed a robust skill set in financial analysis, client support, and strategic planning. Timothy holds a Bachelor's Degree in Economics from UC San Diego, earned in 2016.