Why an Over-Diversified Portfolio Is a Problem
June 14, 2023
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
Connect with Jean Lee, CFP® CRPC™
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, she has previously worked for Bank of America / Merrill Lynch and Wells Fargo. Jean 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 financial planning for individuals and families preparing for retirement. She partners with clients to design personalized plans rooted in their goals, values, and life stories – offering guidance in investment management, tax-efficient planning, and values-based decision-making.
Jean leverages The Bucket Strategy®, a time-segmented approach that helps align short-term needs with long-term goals. By giving every dollar a defined purpose, she helps clients build flexible, sustainable income plans for a confident retirement.
When she’s not working, Jean enjoys volunteering, traveling with family and friends, spending time at the beach, and exploring local farmers markets.
CRPC conferred by College for Financial Planning (188-LPL)
See Jean in Action
Retirement planning start with education
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How can we help you the most?
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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