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MK Lee (CFP®)

MK Lee focuses in the
following client markets or areas of practice:

  • Corporate Executives
  • Financial Psychology/Coaching
  • Generation X
  • High Net Worth Client Needs
  • Investment Advice without Ongoing Management
  • Women's Financial Planning Issues

Planning Specialties

MK Lee is a CERTIFIED FINANCIAL PLANNER™ professional and a financial life coach who provides step-by-step guidance for busy families and tech industry professionals to realize their wealth, career, retirement, and bucket-list goals.

Prior to founding SEAMFI, MK worked as a trusted advisor in New York and the Bay Area for high-net-worth clients, including individuals featured on the Forbes 400 Billionaires list. She earned her MBA from The University of Chicago Booth School of Business.

Throughout her career, MK has guided many families in balancing their current needs with their future goals. She provides services related to budgeting and cash flow management, investments, retirement planning, estate planning, and clients’ philanthropic interests.

Additional Information

MK and her family live in Tacoma, WA, where she enjoys the relaxed culture and the natural splendor of the Pacific Northwest. She is passionate about keeping a work/life balance and to that end is a frequent traveler who prioritizes spending time with family and friends.

NAPFA Start Date

March 13, 2019

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Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Visit Website Download vCard
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.

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This Office

1201 Pacific Ave Ste 600 Tacoma, WA 98402-4384 Phone: (253) 257-1837
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