Sean P. Lee, MSFS

Sean P. Lee, MSFS

Managing Partner, Investment Advisor Representative

Since 2002, Sean Lee has helped families reach and maintain their financial goals. As a trusted advisor, he coaches and assists his clients with their financial goals by focusing on the fundamentals and takes a practical and personal approach when working with them. He thoroughly educates his clients about the ins and outs of each of their financial decisions to help create and execute a material financial plan. As a trusted professional in Utah, Sean has been featured in The Wall Street Journal’s Market Watch, The Deseret News, The Salt Lake Tribune and USA Today. He has also been featured as a local financial advisor on Utah’s NBC station, KSL 5. He holds a Master of Science in Financial Services (MSFS) from the Institute of Business & Finance and a Bachelor of Science in finance from Westminster College.

Sean’s mission is to inspire our clients to experience a real relationship with a financial firm unlike anything they have ever had before, by placing the highest importance on business ethics, world class professionalism, unbiased counsel and an extension of public knowledge on current issues affecting retirees and their heirs. With a unique focus on capital preservation, Sean utilizes the best-suited tools in the industry to help his clients achieve their financial goals. Combining income planning, institutional wealth management and estate planning strategies, Sean is dedicated to providing the highest quality advice and wealth management solutions to simplify and enhance the quality of life.

Sean was born and raised in southern Wyoming but has called Utah his home for over 25 years. He currently lives with his wife, daughter, and son in Draper. In his free time, Sean enjoys playing and coaching baseball, golfing and spending time with his family and friends.