Director of Financial Planning
Bini Lee is a key member of the planning team and holds her CERTIFIED FINANCIAL PLANNER™ designation. Bini has over 10 years of experience in the financial industry which includes time spent in a traditional RIA as well as working with at another FinTech startup as a financial planner. Her favorite part about planning is helping her clients reach a-ha moments and accomplishing goals big and small. When not working, Bini spends time with her girlfriend, their 11 year old twins, Jack and Leah, and their two English Bulldogs, Phineas and Darla.
UC Davis (BS)
“You are what you do, not what you say you'll do.” -Carl Gustav Jung
Get to know Bini
Dolled up in wedding attire
Bike ride in Lake Tahoe!
Our silly bulldogs, Darla and Phineas!
On a hike in Waimea Canyon State Park, Kauai
What's the best meal you have ever had before?
The best series of meals I’ve ever had was in Mexico City.
What is your favorite family tradition?
Chinese New Year Celebrations. Many families get Thanksgiving and Christmas to see their extended family. We have a bonus gathering in the spring!
If you could visit anywhere in the world you've never been, where would you go?
What's your favorite place in the world?
Spending time in a cabin and on the beach with the family in Lake Tahoe during the summer time.