Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

Stephen Lee

Stephen I. Lee

Wealth Advisor
9492875619
slee@rwawealth.com

Experience the human side of wealth.

As a Wealth Advisor at RWA Wealth Partners, Stephen meets with clients regularly to implement and review financial planning and investment strategies.

Stephen began his career in wealth management in 2001, and has a broad range of experience in banking, insurance, investments, and advisory services. He is passionate and dedicated to helping his clients navigate through a variety of key financial challenges by taking a comprehensive approach to planning.

He graduated from the University of California, Irvine with a Bachelor of Arts in Economics and from USC Marshall School of Business with a his MBA. Stephen is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association (FPA) of Orange County. He is a 7-time World Champion and a 2-time National Champion in BMX (Bicycle Motocross) Racing and lives in Irvine, CA with his family.

Accreditations

  • CFP®
  • MBA

Education

  • B.A., Economics, University of California, Irvine
  • MBA, USC Marshall School of Business

Location

Costa Mesa Office

1860 Iowa St,
Costa Mesa,
CA 92626
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.

Ready to experience the human side of wealth?

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