Sophie Lee, CFP®

Director

About Sophie

Sophie serves as a Director at Cresset. She has been in the wealth management industry since 2011 working with high-net worth clients. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and enjoys helping clients achieving their short-term and long-term financial goals.

Formerly, she was Chief Operating Officer and Principal of Cypress Wealth Advisors where she oversaw the firm’s operations and reporting. She implemented processes to reduce inefficiencies and improved the firm’s portfolio management technology solution. She was also responsible for financial planning and client relationships.

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. She resides in San Francisco and enjoys indoor spinning, golf, traveling, exploring wine country and spending time with her friends, family and husband Chris.