I'm Paige Lee
Wealth Advisor, CFA®, CFP®, CSRIC®
Greater Seattle Team
Joined Merriman in 2019 as a Wealth Advisor
Chartered Financial Analyst®, CFA®
CERTIFIED FINANCIAL PLANNER™ professional, CFP®
Chartered SRI Counselor™, CSRIC®
Bachelor of Business Administration from the University of Notre Dame, with majors in Finance and Psychology
Paige worked in the tech industry for several years and is passionate about helping tech employees and other mid-career professionals bridge the gap between their intentions and actions.
Paige recognizes that money is incredibly personal and strives to create an open and non-judgmental space where you can invest with your values and make progress towards your goals.