Founder / Retirement Planning Specialist
Soo Lee is the founder of WealthPlanningOnline.com and a seasoned retirement income specialist with over 25 years of experience in financial and retirement planning. Her career includes distinguished roles as a Quantitative Analyst, Financial Advisor, and Planner at Morgan Stanley, Wells Fargo Advisors, and PNC Investments — giving her a comprehensive, institutional-level understanding of wealth management and retirement income strategies.
Today, Soo focuses exclusively on what she is most passionate about — helping pre-retirees and retirees build guaranteed, lifelong income strategies that provide true financial security and peace of mind. She is a diligent educator who believes that an informed client makes the best decisions, and she takes pride in guiding every client through the retirement planning process with clarity, patience, and care.
As a Registered Investment Advisor in more than 10 states, Soo serves a wide range of clients—from professionals approaching retirement to high‑net‑worth individuals looking to protect and preserve their wealth for future generations.
Soo is based in Bergen County, NJ and FL, and proudly serves clients across New Jersey, Florida, and beyond.