I have a burning desire to teach the smartest ways to build and keep family wealth. As a researcher, life-long wealth author, educator, and financial coach, I started with the CFP® and kept pushing to the PhD level & beyond. Why? To create and keep my family’s fortune, and help others do the same. Most folks, even really smart & successful ones, have a real time finding financial advice they can trust

Dr. Lee lectures in the Department of Finance, Real Estate and Law at Cal Poly Pomona. His research interests include fraud and misconduct in financial services as well as white-collar crime trends and elder financial exploitation. In 2019, Dr. Lee's paper, "Victim Characteristics of Investment Fraud" won the best paper award for risk management and insurance at the CFP Board's Academic Research Colloquium. His work has also been featured in notable media outlets such as Nerd's Eye View, MarketWatch, and Financial Advisor Magazine. He currently serves as an arbitrator with FINRA and volunteers with the Oyez Project.

Mrs. Lee is an adjunct professor in accounting and economics. Her research interests include the intersection of Health Economics and Personal Finance. Specifically, she studies the effects of anxiety on risk preferences as well as the impacts of external sources' opinions on personal financial decision-making. Mrs. Lees' dissertation research focuses on the impact of political affiliation and financial incentives on COVID-19-related risk preferences and vaccination hesitancy. Her most recently published work analyzes correlates of COVID-19 vaccine acceptance, hesitancy, and refusal among employees of California's health system.

She is presently earning her Ph.D. in Economics in the Division of Politics and Economics within the School of Social Science, Policy, and Evaluation at Claremont Graduate University.