Celeste Lee joined the firm in 2016 and works closely with the firm’s client service teams. She collaborates with the advisers throughout the planning process so the advisers can deliver comprehensive financial plans to our clients’ families. Celeste also facilitates client-advisor communications and assists the teams to help strengthen client relationships.
Celeste was born and raised in San Jose, California. She graduated from the University of Denver with a BSBA in Finance, and was a member of Beta Alpha Psi Honors Society. She was also an active volunteer in the Colorado Special Olympics and the Junior Achievement program. Celeste’s initial expertise lies with financial modeling and analysis, she later switched her focus to incorporate that knowledge into helping the team work with their clients to plan a secure future and leave a lasting legacy.
Celeste currently resides in Santa Clara, California. She has a passion for mastering excel spreadsheets and is always excited to learn something new. Being an advocate for a healthy body and mind lifestyle, she also enjoys being active mostly outdoors whether that be golfing, long boarding, or simply enjoying a book in the sun. Native to San Jose, her loyalties lie with Bay Area teams; Giants, Sharks, 49ers, and Warriors
Celeste Lee contact information
• Phone: 650.362.5221
• Fax: 650.362.5289
• Email: [email protected]