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
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Year-End Charitable Gifting and You
This article may help you maximize the benefits of your donation for your chosen charity.
Navigating Retirement Pitfalls
Why are they made again and again? Making sense of these errors in judgment.
New Retirement Contribution Limits for 2026
A look at the new retirement contribution limits from the IRS.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Global vs. International: What’s the Difference?
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
The Cost of Medical Care
Learn about the risks of not having health insurance in this informative article.
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The Power of 401k Catch-Ups
See how catch-up contributions after age 50 could significantly boost your retirement balance.
College Savings
See how much you may need to save now to cover future college costs for your child.
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.
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
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4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How Cash Apps Work
Peer-to-peer payment apps are one of the newest ways to send money.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Leaving Your Lasting Legacy
Want to do more with your wealth? You might want to consider creating a charitable foundation.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.