“I love seeing the reaction from clients when they realize there is a better way to protect their assets and reduce their tax burden.”
For over 20 years, Lei has helped successful people achieve clarity and completion in their planning. She has extensive technical expertise and real-world wisdom gained from helping clients over the years.
Her goal is to help you create, preserve and transfer wealth more effectively than you are now.
A Chinese native, Lei attended the Rensselaer Polytechnic Institute where she graduated with a Master’s Degree in Business Administration (Financial Services). Her credentials include:
- Masters of Business Administration (MBA)
- CERTIFIED FINANCIAL PLANNER™ professional (CFP)
- Chartered Retirement Planning Counselor (CRPC)
- Certified Fund Specialist (CFS)