Seattle - 5th Ave.

Paige Lee

CFA®, CFP®, CSRIC

Senior Wealth Advisor

920 5th Ave, Suite 2720
Seattle, WA 98104

Paige Lee
Paige Lee

Professional Certifications

  • CFA® – Chartered Financial Analyst®
  • CFP® – CERTIFIED FINANCIAL PLANNER® professional
  • CSRIC – Chartered SRI Counselor

About Paige

Paige worked in the tech industry for several years and is passionate about helping tech employees and other mid-career professionals bridge the gap between their intentions and actions. Paige recognizes that money is incredibly personal and strives to create an open and non-judgmental space where you can invest with your values and make progress toward your goals.

Paige feels truly lucky to have found a career helping people make smart financial decisions that improve the quality of their lives.
On the weekends you’ll find Paige out in the mountains backpacking or snowshoeing with their partner and two dogs. Paige is an avid reader and is always looking for a good book recommendation.

Education and Professional Milestones

-University of Notre Dame graduate

-Worked in corporate finance at Microsoft

Book an appointment with Paige