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

The Basics of Medicare

The Basics of Medicare

Learn all about Medicare basics in this informative and insightful article.

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Most Overlooked Item of Any Home Improvement

The Most Overlooked Item of Any Home Improvement

The item most homeowners forget on their home improvement project checklist is insurance.

 

What's So Great About a Rollover?

Making a career move requires tough decisions, not the least of which is what to do with the funds in your retirement plan.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

Understanding Equity Compensation

Net Unrealized Appreciation and how it affects tax responsibilities.

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Orchestrating Your Retirement Accounts

Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.

Glossary of Scam Terms

A helpful glossary of current scams.

View all articles arrow

Inflation & Retirement

See how inflation over time could affect the purchasing power of your retirement income.

How Compound Interest Works

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

How Long Will My Savings Last If I Become Disabled?

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

What Is My Net Worth?

Get a snapshot of your overall financial picture by calculating your total net worth.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

Simple 401k

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

View all calculators arrow

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Long Run: Women and Retirement

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

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Encore Careers: Push Your Boundaries

Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.

18 Years Worth of Days

The average retirement lasts for 18 years. What will you do with your days?

What Smart Investors Know

Savvy investors take the time to separate emotion from fact.

View all videos arrow