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
Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
Are You Prepared for an Estate Tax Sunset?
The federal estate tax exemption sunsets in 2025. Learn more about what to do to make the most of the higher threshold.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
Conquering Retirement Challenges for Women
Looking ahead can help you conquer these unique obstacles.
Eight Mistakes That Can Upend Your Retirement
There are common mistakes you can avoid when saving for retirement.
Deciding When to Take Social Security
One of the most common questions people ask about Social Security is when they should start taking benefits.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Consider Keeping Your Life Insurance When You Retire
Reasons to retain your coverage into your retirement years.
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Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is My Life Expectancy?
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Encore Careers: Push Your Boundaries
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
What Can a Million Dollars Buy You?
$1 million in a diversified portfolio could help finance part of your retirement.
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.