Stan Y. Lee, CFP®

California State Icon Torrance, California
Associate Portfolio Manager
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About Stan

Stan Lee has worked in the field of financial investments his entire career. Prior to joining EP Wealth Advisors in 2022, he served as the Portfolio and Operations Manager for two local wealth management firms in the Los Angeles area. Stan grew up near Chinatown in the Philippines, and graduated Cum Laude from Ateneo de Manila University with a Bachelor of Science degree in Management Engineering. After moving to Los Angeles, he developed his wealth management credentials by earning a Certificate in Personal Financial Planning from UCLA Extension, as well as his CERTIFIED FINANCIAL PLANNER™ designation.

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Education

CERTIFIED FINANCIAL PLANNER™, Ateneo de Manila University, B.S., Management Engineering

How can Stan help?

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