Paulo Lee
Advisor | Client Obsessed | Dad
- Role
- Financial Consultant at Equitable Advisors
- Location
- Bellevue, WA, US
- LinkedIn followers
- 500 followers
About Paulo Lee
I help people get clear about their money so they can feel more confident about their future. I focus on retirement income planning, tax smart strategies, and making financial decisions easier to understand.I\'ve spent time in both the corporate world and around business owners, so I get the different pressures people are juggling. That helps me keep conversations real and grounded in everyday life.My goal is simple: listen well, understand what matters most, and help people make choices that feel right for them. If we\'ve ever crossed paths before and you ever want to talk through something financial, I\'m always here to help.
Experience
Financial Consultant
Jan 2026 — Present · Bellevue, WA, US
Financial Advisor Retirement & Tax Smart Planning Series 7, 66, SIE, WA Life & Health
Education
University of Alberta
Bachelor of Arts - BA, History and Political Science
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