(800) 644-1150

Meet Jean Lee, CFP® CRPC™

Wealth Manager at Lucia Capital Group

Together, we’ll craft a personalized strategy to help you work towards your financial goals.

Give us a call

(800) 644-1150

Jean Lee, CFP® CRPC™
Jean Lee, CFP® CRPC™

Connect with Jean Lee, CFP® CRPC™

(800) 644-1150 x1745
Lucia Capital Group Corporate Headquarters
16789 Bernardo Center Drive
San Diego, CA 92128

Jean Lee, CFP® CRPC™ Associates

Jean Lee, CFP® CRPC™

Wealth Manager

Jean Lee, CFP®, CRPC™ is a wealth manager at Lucia Capital Group, joining the team in June 2024. With over 10 years of experience in the financial services industry, Jean has previously worked for both Bank of America / Merrill Lynch and Wells Fargo. She graduated from Cal Poly Pomona with a B.A. in Business Administration in 2015 and currently holds a Series 7, and Series 66 with LPL Financial. She is also fluent in Korean.

Based in San Diego, CA, Jean specializes in comprehensive financial planning for individuals and families who are committed to building meaningful legacies. She works closely with clients passionate about charitable giving, wealth transfer, and values-based planning, providing tailored, tax-efficient strategies that align with their long-term goals and philanthropic visions.

Jean resides in San Diego, and enjoys volunteering, traveling with family and friends. She serves as a board member of the Korean American Association of San Diego and is the Co-Chair of the Y.I.M. Scholarship Foundation.

CRPC conferred by College for Financial Planning (188-LPL)

See Jean in Action

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Schedule a meeting with Jean Lee, CFP® CRPC™

Step 1: Introductory Call

It all starts with a phone call that allows us to get to know each other and to find out if our advice and philosophy are a good match for your situation. During this call we’ll get into what your specific goals are, where you’d like to be in the future, and how we may be able to help you get there.

Step 2: Meet with Your Advisor

During this meeting, you'll see exactly how we would implement your strategy and what it would look like to work together. At this point, we'll ask you to take some time to think about whether you believe if we're the right fit for you. It's important that you make an informed decision, and we encourage you to take whatever time is necessary.

Step 3: Getting Started

If we all believe this is a good fit, we'll begin the process to get you on board as a client of the firm. We'll take you through our client agreement, your investment policy statement, and the initial logistics of implementing your financial plan.

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