Samuel Lee
Turning Equity Comp & Variable Income Into Long-Term Wealth | Financial Advisor for Tech Professionals & Business Owners
- Role
- Financial Planner at Statera Asset Management
- Location
- Newport Beach, CA, US
- LinkedIn followers
- 500 followers
About Samuel Lee
I help tech engineers, business owners, and other high-impact professionals turn their earnings into long-term wealth.Many of my clients are navigating complex financial decisions, from managing equity compensation, concentrated stock positions, and minimizing large tax bills to preparing for business growth, major liquidity events, and seeking stability despite variable income.My role is to simplify these decisions and provide clear, practical guidance by integrating:• Comprehensive Financial Planning• Investment Management• Tax-Efficient Planning• Risk Mitigation Strategies• Estate & Legacy Planning• Retirement Planning & Distribution Strategies• Cash Flow & Liquidity PlanningFinancial planning should bring clarity and confidence, not complexity. My approach focuses on building long-term relationships and helping individuals and their families develop strategies that align with both their financial goals and their broader life the office I enjoy golfing, playing basketball, going to the shooting range, and making sure my chocolate lab isn\'t eating my socks (not sure if I actually enjoy this last part).
Experience
Financial Planner
Nov 2025 — Present · Newport Beach, CA, US
Education
Michigan State University
Bachelor of Arts - BA
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