Tina Wells Lee, CFP®, is the founder of Tina Wells Lee & Associates (TWLA), an independent financial management firm located in Stockton, California. Ms. Wells Lee began her financial services career with A.G. Edwards and Sons in 1998. After the sale of A.G. Edwards, Ms. Wells Lee opened an independent consulting firm, Pinnacle Financial Advisors in 2010. Continuing the mission, Tina Wells Lee & Associates was established to provide clients with an objective and proven approach to financial, investment, and asset protection.
Committed to her profession, Tina obtained the CERTIFIED FINANCIAL PLANNER(R) designation in 2007. She also maintains Series 6, 7, 63 in addition to her California Insurance License No. 0B60514.
Ms. Wells Lee is a member of the Financial Planning Association, the Financial Services Institute, The Women's Executive Committee and is supporter of local animal rescue organizations. She is married and has a son.