The Story of Our Family


At Karen Lee and Associates, we understand the importance of planning for the life you wish to lead. As a family-owned, multigenerational financial planning firm, we exist to serve and guide you through the ever-changing world of personal finance, so you can feel the confidence that comes with knowing you did well financially for yourself and those you care about most. 

From our family to yours, we look forward to helping you plan for that life!

Get to Know Us


Karen Lee
Karen Lee

CERTIFIED FINANCIAL PLANNER™, CLU, ChFC, MSFS, AEP

Daniel Lee
Daniel Lee

Wealth Advisor


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Planning Process

Through your partnership with us and your commitment to our planning process, you will find that you are understood, educated, supported, and empowered in making sound financial decisions for you and your family. Together, while skipping no steps, we will work our way through the complex world of personal finance to design a custom plan that aligns with your goals and aims to fulfill the needs of your family and those who come after you for generations to come.

It's Just Money

Your relationship with money dramatically affects your potential for financial success and confidence! Everyone has a relationship with money. Some have a sound and healthy one; others, not so good; and some are just downright dysfunctional.

So why does it cause so many problems? In Karen’s book, she teaches how our relationship with money can be our greatest tool to financial success — or our worst enemy.

Plan a Consultation with Us!

Karen Lee and Associates