Get to know the advisor behind Wealth Planning Advisors.
Founder & Retirement Income Specialist
Registered Investment Advisor
Soo Lee is the founder of WealthPlanningOnline.com and a seasoned retirement income specialist with more than 25 years of experience helping individuals and families feel clear, confident, and financially secure. Her background includes roles as a Quantitative Analyst, Financial Advisor, and Planner at Morgan Stanley, Wells Fargo Advisors, and PNC Investments—experience that gives her a deep, institutional understanding of retirement strategy, income planning, and wealth preservation.
Today, Soo focuses exclusively on guiding pre‑retirees, retirees, and high‑net‑worth families through one of life’s most meaningful transitions: turning savings into reliable, predictable income that lasts. Clients often describe her as calm, patient, and exceptionally clear—someone who makes complex decisions feel simple and manageable.
⭐ Professional Credentials
- Registered Investment Advisor (RIA)
- 25+ years of retirement and income planning experience
- Licensed in more than 10 states
- Serving clients across New Jersey, Florida, and nationwide
- Background: Morgan Stanley • Wells Fargo Advisors • PNC Investments
- Founder, WealthPlanningOnline.com
⭐ Fiduciary Commitment
As a fiduciary, Soo is legally and ethically required to act solely in your best interest.
No pressure. No sales agenda. No product bias.
Just transparent, education‑first guidance built entirely around your goals.
⭐ Areas of Specialization
- Retirement income planning
- Guaranteed lifetime income strategies
- Social Security optimization
- Wealth preservation for families and professionals
- High‑net‑worth retirement strategy
- Risk management & insurance planning
⭐ Planning Philosophy
Soo believes retirement planning should feel supportive, clear, and empowering. Her approach is grounded in:
- Clarity — making complex decisions easy to understand
- Transparency — no surprises, no confusion
- Education‑first — clients should always feel informed
- Long‑term partnership — guidance that evolves with your life
- Peace of mind — strategies designed to protect what matters most
⭐ Who She Serves
- Pre‑retirees preparing for their next chapter
- Retirees seeking stable, predictable income
- Professionals and families building long‑term security
- High‑net‑worth individuals seeking clarity and structure
Soo works with clients in NJ, FL, and nationwide, offering both virtual and in‑person meetings.
⭐ A Personal Note
Retirement is one of the most meaningful transitions in life. Soo’s mission is simple:
to help you feel confident, protected, and fully prepared for the years ahead.
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