Broker Check
Celeste  Lee

Celeste Lee

Financial Advisor

Celeste Lee is a Financial Advisor with Pettinelli Financial Partners. Celeste was born and raised in San Jose, California. She graduated from University of Denver with a Bachelor’s of Science in Business Administration with a concentration in Finance. She was a member of the Beta Alpha Psi Honors Society and actively volunteered with the Colorado Special Olympics and the Junior Achievement program.

Celeste’s initial expertise lies with financial modeling and analysis but she later switched her focus to incorporate that knowledge into helping others plan a better future and leave a lasting legacy. She holds her Series 7, 66, and Life and Health licenses, along with her Behavioral Financial Advisor™ and Accredited Investor Fiduciary® designations. Celeste is also currently studying for her CERTIFIED FINANCIAL PLANNER™ certification.

Celeste currently resides in San Mateo, California. She has a passion for travelling and experiencing different cultures and cuisines, 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 longboarding or simply enjoying a book in the sun.