Virginia Lee, WMCP®
Wealth Manager
Virginia serves as a Wealth Manager, working directly with her clients to create and maintain a customized financial plan addressing all aspects of a healthy financial life, including investments, tax planning, risk management, retirement, employee benefits and estate planning.
Virginia has spent her entire career in the financial services industry and has developed an in-depth knowledge of providing clients with comprehensive wealth management. Prior to joining Creative Planning, she served as a Private Client Advisor at a global financial services firm, where she was involved in portfolio construction, financial plan creation and execution, investment management and investment research.
Virginia received her Bachelor of Science degree in business administration, with a concentration in finance, from San Francisco State University. She also holds the Wealth Management Certified Professional<sup>®</sup> designation, as awarded by the American College of Financial Services.
Virginia and her partner, Vincent, enjoy traveling together and finding local bookstores and breweries to visit. In her spare time, Virginia enjoys finding good books to read and spending time with her partner and family.
Articles by Virginia Lee, WMCP®
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