Phone: (310) 943-8824
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.