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 @
- 2006 -2020 Wealth Advisor @
Peter Lee Education
- Seattle Pacific University
Bachelor of Arts - BA
2001-2005
Peter Lee Skills
- Investment Management
- Retirement Planning
- Finance
- Financial Advisory
- Financial Planning
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.
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Top Inflection Wealth Management Employees
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Peter Lee
CEO and Senior Wealth Advisor
Kirkland, WA, US
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