We make financial independence achievable and enjoyable!
At SEAMFI, we believe that personal finance should not be complicated.
We help you build confidence, simplify your financial life, and help you establish a clear path towards financial independence.
We are here for you!
To educate, empower, and support busy families in taking action to achieve financial independence.
We help you overcome both emotional and practical challenges related to money as a way to confidently achieve financial and personal goals.
MK Lee, CFP®
MK is a CERTIFIED FINANCIAL PLANNER™ professional and a financial life coach who provides step-by-step guidance for busy families and professionals to realize their wealth, career, retirement, and bucket-list goals.
Prior to founding SEAMFI, MK worked as a trusted advisor in New York and the Bay Area for high net worth clients, including individuals featured on the Forbes 400 Billionaires list.
She has guided many families in balancing their current needs with their future goals. She provides services related to budgeting and cash flow management, investments, retirement planning, estate planning, and clients’ philanthropic interests.
MK and her family live in Tacoma, WA, where MK enjoys the laid back culture and the natural splendor of the Pacific Northwest. She is passionate about lifestyle, and is a frequent traveler who prioritizes spending time with family and friends.
Certification, memberships, and education:
- CERTIFIED FINANCIAL PLANNER™(CFP®): CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can call themselves a CFP® professional. Read more about the designation.
- NAPFA member: All NAPFA (National Association of Personal Financial Advisors)-Registered Financial Advisors are required to always work in a Fee-Only capacity. Only a NAPFA professional working within strict fiduciary standards can truly make this claim. Read more about the association.
- FPA member: FPA (Financial Planning Association) supports high standards of professional competence, ethical conduct, and clear, complete disclosure when serving clients. Read more about the FPA.
- MBA - The University of Chicago Booth School of Business: Full bio can be found in LinkedIn.