Sanghyun Lee
Vice President - Investments, Senior Financial Advisor at Wells Fargo Advisors
- Role
- Senior Financial Advisor, Vice President - Investments at Wells Fargo Advisors
- Location
- Irvine, CA, US
- LinkedIn followers
- 500 followers
About Sanghyun Lee
Wealth planning is more than managing money. It\'s about helping people make meaningful decisions at every stage of life. That belief has guided me across every chapter of my career, from mentoring first time investors to working with Korean-American physicians, attorneys, and small business owners building wealth across generations. As a Senior Financial Advisor at Wells Fargo Advisors in Irvine, CA, I bring a personal approach to financial guidance, backed by experience at institutions like Merrill Lynch and AXA Advisors. I specialize in comprehensive retirement income planning - particularly for those 5-15 years away from retirement - and tax-efficient investment strategies tailored to high-income professionals. My background allows me to provide a unique bridge for the Korean-American community. I have extensive experience in cross-border financial coordination for clients with assets or income in both the U.S. and Korea, as well as providing guidance on Estate Planning and Living Trusts to ensure a lasting legacy.My journey from high school in Korea, to college in Switzerland, to earning my MBA in the U.S, has shaped not only my global perspective, but also my deep appreciation for culture, family, and long-term thinking. Outside of work, I find inspiration in music and travel, both of which fuel my creativity and remind me to always stay curious and grounded. If you\'re looking for a Korean-speaking financial advisor who brings not only technical knowledge, but real-world understanding and cultural connection, I\'d be honored to work with you. Let\'s build something that lasts.This information is intended for use by residents of CA, CT, DE, GA, IL, MA, MI, NM, NV, NY, OR, TX, and WA only.CA Insurance License Number: 0K23980. Resident State: and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Senior Financial Advisor, Vice President - Investments
Jun 2024 — Present · Irvine, CA, US
Education
UCLA
CERTIFIED FINANCIAL PLANNER
2020 — 2023
University of Nevada-Las Vegas
Master of Science (M.S.) & MBA, Hotel Management
University of Massachusetts Amherst
Bachelor of Science, Tourism and Hospitality Management
César Ritz Colleges Switzerland
Advanced Diploma, Hotel and Tourism Management
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