Eunie Lee, CFP®, ChFC®
Managing Partner / Financial Planner
Eunie started her career as an Investment Advisor Representative in 2009, working closely with professionals and business owners in the areas of financial planning and retirement planning. She is a CERTIFIED FINANCIAL PLANNER (CFP) Professional and earned the Chartered Financial Consultant (ChFC) designation. Her past professional experiences include fourteen years of Marketing and Product Management at AT&T and Lucent Technologies. She earned Master of Engineering and Bachelor of Arts degrees from Cornell University.