Stephen I. Lee is a wealth advisor at RWA Wealth Partners, where he regularly meets with clients 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 about helping his clients navigate key financial challenges by taking a comprehensive approach to planning.
Stephen graduated from the University of California, Irvine, with a B.A. in economics and earned his MBA from the USC Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Orange County. He earned his Certified Wealth Strategist® designation in 2024.
Stephen is a 7-time World Champion and a 2-time National Champion in bicycle motocross racing. He resides in Irvine, CA with his family.
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.
