Tina Wells Lee, CFP®

I am the founder of the independent firm of Tina Wells Lee & Associates in Stockton, CA. I began my financial services career more than 25 years ago as an advisor with A. G. Edwards & Sons. Prior to working in the financial services field, I served as the Director of Provider Relations for a local managed care organization.

After gaining ten years of experience as a financial advisor, I fulfilled one of my goals and earned the CERTIFIED FINANCIAL PLANNER™ Practitioner designation in 2007. Besides holding FINRA Series 7, 63 and 6 licenses (held with LPL Financial), I also have a California Department of Insurance license (CA Insurance License #0B60514) so that I can research life, disability and long-term care solutions for my clients.

Currently, my practice involves providing comprehensive financial planning for individuals and couples with an emphasis on retirement. One of the strategies I employ applies the science of money. Simply, the strategy segregates assets into time segments to produce needed income.

One of my passions is working with women who experience what I call “The 3 D’s: Death, Divorce or Disability.” Having a strategy to deal with one or more of these is essential. You can learn more about it here.

I am a native of Oregon and have lived in Stockton for years. My husband and I have one son. Our family also includes a menagerie of rescued dogs.

My other affiliations include membership in the Women’s Executive Club, Asian Chamber of Commerce, and the Miracle Mile Improvement District.