JENNA LEE

DIRECTOR

Professional Details

• 26+ years investment and financial industry experience
• BS, Finance – California State University, Fullerton
• Affiliated with Wells Fargo Advisors Financial Network since 2023
• Formerly Senior Vice President with Wells Fargo Advisors, Wells Fargo Private Bank
• Series 7, 63, 66 registrations, variable annuity and life insurance licensedCA Insurance License OG20817 Resident State CA

For me, trust is the core of all client relationships. I am committed to serving as my clients’ “family office,” where they can find advice, advocacy, resources, and solutions for their financial needs. I believe my hands-on, personal approach differentiates me from others and allows me to really get to know the individuals and families with whom I work. As a trusted advisor, I take the time to complete a full discovery process with my clients, creating a comprehensive, holistic view of their finances and family dynamic, learning what clients want and need, and understanding how that shapes their priorities. I help guide clients’ financial decisions and develop customized strategies designed to help them grow and protect and transition their wealth as they strive to meet their goals and build a meaningful legacy for their heirs and charities.

With a wealth management background and more than 26 years of experience on both sides of the balance sheet, I am able to address a wide range of personal and family wealth management and planning needs, from investment management, asset protection and retirement planning, to caring for an elderly parent and more. I take great pride in my focus as an open-minded, reliable and respected advisor who goes above and beyond to help my clients succeed.

I live in Glendora with my husband, Alan. I speak Mandarin and Taiwanese in addition to English. I am a member of the Fashion Industries Guild, Chinese American CPA Association and Taiwanese American Lawyers Association. In my spare time, I volunteer with Union Station Homeless Services and enjoy swimming, bicycling, gardening, wine tasting, traveling, music and art.