Sophie Lee, CFP®

Director, Wealth Planning

Sophie serves as a Director, Wealth Planning at Cresset. She has worked in the wealth management industry since 2011, serving high net worth individuals with a specific focus toward those in the tech industry. Areas of specialty include financial planning, stock option planning and strategizing around complex tax and estate structures. She is a CERTIFIED FINANCIAL PLANNER™ practitioner.

Formerly, Sophie was Chief Operating Officer and Principal of Cypress Wealth Advisors where she was responsible for financial planning and client relationships. In addition, she oversaw the firm’s operations and performance reporting, implementing processes to reduce inefficiencies and improve the firm’s portfolio management technology solution.

Sophie has a Bachelor of Arts degree in Applied Mathematics from the University of California, Berkeley. Sophie resides in Oakland and is an avid Peloton rider. When not at work, she enjoys traveling, exploring wine country and spending time with her friends, family, dog Archie, and husband Chris.