As a Paraplanner, Katherine Lee is responsible for organizing the data and constructing the beginning framework of your financial plan. She ensures your financial plan is properly assembled with a high attention to detail. Katherine joined the firm in 2019.
I began violin lessons in the third grade and I have enjoyed playing ever since. Over the years, my violin studies have taught me about musicality and music history, as well as other important life lessons, such as confidence, stage presence, and the value of patience, advance preparation, hard work.
As a soloist and orchestra member, I enjoyed my time onstage; however, I found my true strength in behind-the-scenes work as a stage manager. While in the wings of the stage, I learned about teamwork, organizational logistics, and the importance of planning ahead and anticipating the unexpected.
Preparing for a recital and creating a financial plan follow very similar steps: goal setting, preparation, polishing, presentation, and implementation. I appreciate the simultaneously creative and structured aspects of financial planning and I value the opportunity to assist our clients as they plan for their future.
Outside of the office, I enjoy attending music concerts, baking, exploring new restaurants, and hiking throughout Northern California.
Certifications and Credentials
BA in English and Music, Whitman College.
FINRA Series 7 and 66 registrations held through Commonwealth Financial Network.
CA Insurance License # 0L88363, Domiciled in CA.