Vince Lee, CFP®, CPA
Relationship Manager & Wealth Planner

vince.lee@coldstream.com | 425.283.1601

Dedicated to helping those in need to understand their financial suite of solutions, and their long term financial outlay, Vince always strives to solve the toughest problems for his clients. Prior to joining Coldstream, Vince worked at Harris myCFO where he provided family office services for ultra-affluent clients. Vince excels in financial, estate, and tax planning and works closely with each client’s professional team (attorney, CPA, etc.) to ensure coordination between investment strategy and estate/tax planning. Vince earned a Bachelor of Business Administration in Accounting from the University of Hawaii and also holds the CERTIFIED FINANCIAL PLANNER™ (CFP™) and Certified Public Accountant designations.

When not working with his clients, Vince lives in Bellevue with his wife, Terry, and their two kids, Micah and Calista. Also involved in the community, Vince enjoys helping with his son’s Boys Scout troop.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®. CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

THE MOST TREASURED THING I OWN

Video footage of my 12,000 ft. Skydive experience in Hawaii. This video captured the experience I will always remember. The experience was one of exhilaration and freedom of “flying”, seeing the earth and nature from a unique view, and a small element of danger to keep me grounded and never to take things for granted.

ONE PIECE OF ADVICE

In the wise words of the Dalai Lama, “When you talk, you are only repeating what you already know. But if you listen, you may learn something new.” Listening to clients is so critical in my role. You can only help someone if you understand their needs, perspective, and circumstances.

HOBBIES

My hobbies are focusing on my personal fitness, staying active with Boy Scout Troop 520 and adult lead for the Troop’s Philmont 2022 expedition, and binge watching The Office.

TEAM

Fitzwilson

LOCATION

Bellevue