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 and a member of Cresset’s Wealth Planning Team.
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 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. She currently serves as a board member of the Financial Planning Association, San Francisco Chapter. Sophie resides in San Francisco and enjoys Peloton rides, golf, traveling, exploring wine country and spending time with her friends, family, dog Archibald, and husband Chris.