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Our Team – Judy


Judy Lee

Financial Professional

Judy is an accomplished financial professional who has gained extensive experience in the financial services industry for over a decade. She has worked with some of the top financial companies in the industry such as Prudential, New York Life, and currently, Forthright Capital Partners.

Her area of specialization is retirement planning, tax minimization, and risk mitigation in the education sector. Judy is dedicated to providing her clients with recommendations that align with their interests and help them attain their financial and retirement objectives.

Judy holds a Bachelor’s degree in Accounting and an MBA in Business, which makes her well-equipped to provide reliable counsel to her clients. She is known for her exceptional ability to understand the unique requirements and concerns of her clients and develop tailored financial strategies that suit their specific objectives. Whether you aim to prepare for retirement, minimize tax liabilities or reduce risk, Judy is the financial professional you can rely on to guide you towards achieving your financial goals.

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