1-888-405-4332

Joyce Lee, CFP®

Wealth Advisor

Phone: (310) 943-8824
jlee@ff-inc.com 

Ms. Lee serves as a Wealth Advisor for First Foundation Advisors and supports clients in meeting their financial needs and goals. In her role, Ms. Lee is responsible for analyzing portfolios and helping clients implement their investment strategies and comprehensive wealth plans.

Prior to joining First Foundation Advisors in 2015, she served as both a Financial Advisor and an Investment Relationship Officer at City National Bank.

Ms. Lee holds a Bachelor of Arts degree from the University of California, Los Angeles and is an active member of the UCLA Alumni Association.

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Deposit and loan products offered by First Foundation Bank, Member FDIC and Equal Housing Lender. NMLS #793235.

Investment and Advisory Services provided by First Foundation Advisors, an SEC-Registered Investment Advisor. Trust Services and Insurance Services are offered through First Foundation Bank. First Foundation Insurance Services license number #0H38553.

Investment, Insurance, Digital Assets, and Advisory Products and Services:

  • ARE NOT FDIC INSURED
  • ARE NOT BANK GUARANTEED
  • MAY LOSE VALUE
  • ARE NOT A DEPOSIT
  • ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY