Biography
Max D. Lee, CPWA®, CFP®, CRPC® joined Lido in 2023. Max relies on his extensive knowledge and the comprehensive capabilities of the firm to deliver a wholistic service to clients. He has industry experience from firms such as UBS Financial Services Inc. and Morgan Stanley that spans a wide range of subjects such as retirement, philanthropy, executive compensation, estate strategies, and more. Max was introduced to financial planning at an early age as he watched his parents, both genocide survivors, build a new life on sound financial principles they learned through famous Financial Advisors on television and in books.
Max graduated California State University Long Beach with a B.S. in Finance and continued on to earn multiple certifications post-graduation to further his development. This includes attending the College for Financial Planning to earn both the Chartered Retirement Planning Counselor® and prestigious CERTIFIED FINANCIAL PLANNER® designations. In addition, he attended the Yale School of Management to obtain the Certified Private Wealth Advisor® certification for further knowledge in sophisticated client needs. He also holds his Series 66.
Max resides in Dallas, where you can find him enjoying books of many genres, staying active, and cigar tasting from time to time.
