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 Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
The Latte Lie and Other Myths
Check out this video to begin separating fact from fiction.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
How Financial Professionals Are Compensated
Read this overview to learn how financial advisors are compensated.
Monthly Memberships
A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Impact Investing or Philanthropy
This fun piece can help your clients explore the benefits of impact investing versus founding a philanthropy.
View all articles 
Federal Capital Gains Tax Estimator
Estimate your potential federal capital gains tax liability on the sale of an asset.
How Long Will My Savings Last If I Become Disabled?
See how long your current savings might last if a disability interrupted your income.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
Assess Your Life Insurance Needs
Estimate how much life insurance coverage may be appropriate for your situation.
My Retirement Savings
See how your current savings rate and contributions may grow into retirement income.
Simple 401k
See how increasing your 401(k) contributions today could affect your balance at retirement.
View all calculators
Saving for College 101
Here's a crash course on saving for college.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Extended Care: A Patchwork of Possibilities
What is your plan for health care during retirement?
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Rightsizing for Retirement
What does your home really cost?