Tammy Lee joined US Capital Wealth Advisors in 2022. She began her career in financial services in 2005, first at F500 Advisory Services, then Penniall & Associates and later Alpha Cubed Investments. Tammy became a CERTIFIED FINANCIAL PLANNER™ professional in 2013, recognizing that clients were often overwhelmed and dismayed trying to navigate their financial health on their own. Tammy is committed to partnering with clients and guiding them so they can achieve their financial goals, first by understanding their needs and desires and then by working side by side with their estate, tax, and insurance advisors to chart a roadmap forward.
Tammy graduated from the UC Irvine with her BA in English & Asian-American Studies before completing her certification in Personal Financial Planning at UCLA. Outside of work, she enjoys spending time playing board games and seeing musicals with her husband, baking with her son and daughter, swimming and reading.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.