Team

Chun Lee entered the financial services industry more than 20 years ago with one goal: Helping people better understand and navigate the world of personal finance. With a vision to build his firm based on trust and respect, Chun Lee has far exceeded that objective.

Chun Lee holds a undergraduate degree from the University of Washington and MBA from City University.  He holds Series 7, 63 and 65 registrations through LPL Financial.

Chun has extensive experience advising individuals, families, and small business owners alike. His specialty is breaking down complex issues and developing a concise approach to address the concern.

No client is too big or too small. Chun has a proven track record for delivering sophisticated financial solutions and helping his clients with the advice he provides.

“Putting my clients ahead of everything else has been the foundation for my business,” said Chun. “It has enabled me and my firm to enjoy many years of success in this community.”

Chun and his spouse of 26 years, Peggy, reside in Edmonds, along with their 2 sons.