Founder & Retirement Planning Specialist
Soo Lee is the founder of WealthPlanningOnline.com and a retirement income specialist with over 25 years of experience helping clients build secure, dependable retirement strategies. Her background includes roles as a Quantitative Analyst, Financial Advisor, and Planner at Morgan Stanley, Wells Fargo Advisors, and PNC Investments — giving her a deep, institutional‑level understanding of wealth management and income planning.
Today, Soo focuses exclusively on what she is most passionate about: helping pre‑retirees and retirees create guaranteed, lifelong income strategies that provide true financial security and peace of mind. She is known for her clarity, patience, and ability to make complex decisions feel simple and manageable.
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 Florida, proudly serving clients across New Jersey, Florida, and nationwide.
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