Broker Check

152 Third Avenue South
Suite 108
Edmonds, WA 98020

LinkedIn

LPL Financial

(425) 670-6595

 
Behavioral Finance Should You Tap Retirement Savings to Fund College? Social Security: By the Numbers Retirement Accounts When You Change Your Job

Understanding Today’s Financial Environment

Chun Lee is an experienced professional with over two decades in the financial services industry.  He is a CERTIFIED FINANCIAL PLANNERTM.  Chun Lee serves the Greater Seattle area including Seattle, Edmonds, Lynnwood and Everett.  Services offered include all areas of financial planning, including wealth management, retirement planning, college planning, tax-advantage investing and estate planning.

Chun is a graduate of University of Washington.  He is active in the community including volunteering at church and boy scouts activities. He is also a board member of the Seattle Lighthouse for the Blind Foundation.  He enjoys running, skiing and has participated in serveral marathons.  Married to Peggy Lee and they are parents to 2 boys.

Helpful Content

A Cheat Sheet for Sending Your Kid to College

A Cheat Sheet for Sending Your Kid to College

Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.

Silver Sneakers 101

Silver Sneakers 101

Medicare’s popular program, offering free gym membership and health education.

Mastering Mobile Lingo

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

 

Tax & Estate Strategies for Married LGBTQ+ Couples

Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.

Pullbacks, Corrections, and Bear Markets

When the market experiences volatility, it may be a good time to review these common terms.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

Qualifying For Medicare Under Age 65

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

View all articles arrow

How Long Will My Savings Last If I Become Disabled?

See how long your current savings might last if a disability interrupted your income.

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

Simple 401k

See how increasing your 401(k) contributions today could affect your balance at retirement.

Assess Your Life Insurance Needs

Estimate how much life insurance coverage may be appropriate for your situation.

How Compound Interest Works

Explore how compound interest can grow your money over time with this interactive tool.

College Savings

See how much you may need to save now to cover future college costs for your child.

View all calculators arrow

The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

View all videos arrow