Pearl Lee Profile Photo

Welcome

Investing for the long-term requires a commitment to stay the course. As a Financial Advisor, my job is to guide my clients in developing a customized investment mix resulting in a well-planned and well-diversified portfolio suited to their tolerance for risk, their goals and their time horizon. I attended the Janney Retirement Income Planning Program in conjunction with The Wharton School. With this training, I have the necessary tools to create comprehensive retirement income solutions for my clients. I'm on the Board of Directors, Finance Chair, of the Asian American Women's Coalition, whose mission is to promote the advancement of Asian American women through leadership and mutual support. I'm also on the Board of Directors, Treasurer, of Penn Asian Senior Services (PASSi). Their mission is to promote the well-being of Asian American seniors and other adults who are disadvantaged by their language and cultural barriers.

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