Christine Lee
CFP, CFA · Lee Capital Management
About Christine Lee
Christine Lee serves Silicon Valley tech professionals with sophisticated investment management and equity compensation planning. She specializes in helping tech workers manage concentrated stock positions, exercise stock options tax-efficiently, and build diversified portfolios for long-term wealth.
Services Offered
Fee Structure
Fee-Only (fiduciary)
Minimum assets: $500,000
This advisor is compensated solely by client fees, not commissions. They are legally bound to act in your best interest as a fiduciary.
Specialties
Investment Management
Grow your wealth with professional portfolio management, asset allocation, and evidence-based investment strategies.
Wealth Management
Comprehensive wealth management for high-net-worth individuals including tax, estate, philanthropy, and multi-generational planning.
Retirement Planning
Plan for a secure retirement with expert guidance on 401(k)s, IRAs, Social Security optimization, and withdrawal strategies.
Why Choose Christine?
14+ Years Experience
Proven track record serving clients since 2012
2 Professional Credentials
Holds CFP, CFA designations
74 Client Reviews
4.8/5 average rating from verified clients
In-Person & Virtual
Flexible meeting options to fit your schedule
Client Reviews
John M.
December 10, 2025
Working with Christine has been a game-changer for our family's finances. They took the time to understand our unique situation and created a plan that actually works for us.
Sarah T.
November 13, 2025
Christine is incredibly knowledgeable and patient. They explained everything in terms we could understand and never made us feel rushed or pressured.
Mike K.
October 16, 2025
I've been working with Christine for over 4 years and they have consistently delivered excellent advice. Their expertise in Investment Management has saved us thousands.
Location
San Jose, California
Map integration available on request
Request a Free Consultation
Connect with Christine to discuss your financial goals. In-person or virtual meetings available.
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Prepare for Your Consultation
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