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

Dedicated to helping those in need, 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 crunching numbers, Vince lives in Bellevue with his wife, Terry, and their two kids, Micah and Calista. Also involved in the community, Vince enjoys being a member of his local Homeowners Association and helping out 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.

My favorite part of my job is being able to truly help people. Knowing that I was able to have such a significant impact on someone’s life – that’s the reason I’m here.

TEAM

Fitzwilson

LOCATION

Bellevue 100

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