Peter Lee Email & Phone Number

CEO and Senior Wealth Advisor @ Inflection Wealth Management

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Peter Lee Location

Kirkland, WA, US

Peter Lee Work

2020 - now CEO and Senior Wealth Advisor @ Inflection Wealth Management
2006 - 2020 Wealth Advisor @ THRIVENT FINANCIAL
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Peter Lee Education

Seattle Pacific University
Bachelor of Arts - BA
2001 - 2005

Peter Lee Skills

Investment Management
Retirement Planning
Finance

Financial Advisory
Financial Planning

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Peter Lee Summary

Peter Lee, based in Kirkland, WA, US, is currently a CEO and Senior Wealth Advisor at Inflection Wealth Management. Peter Lee brings experience from previous roles at Thrivent. Peter Lee holds a 2001 - 2005 Bachelor of Arts - BA @ Seattle Pacific University. With a robust skill set that includes Investment Management, Retirement Planning, Finance, Financial Advisory, Financial Planning and more.

Peter Lee Phone Numbers

Found 1 phone numbers

+1 206-380-XXXX

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Peter Lee

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Kirkland, WA, US
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- +1 206-380-XXXX
Joel Taylor

Chief Operating Officer at Inflection Wealth Management

Everett, WA, US
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- gmail.com
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Joe Brandenburg

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