Why We’re Different
Meet Our Team
Inflection strives to bring meaning and purpose to our advice-based relationships by providing personalized, efficient, highly-proactive support. We aim to provide our clients with thoughtful service, the result of which are decisions that reflect not only financial security, but a sense of reassurance and freedom. Ultimately, we endeavor to have a healthier and happier affect for those we are fortunate enough to serve, as well as the community in which we serve.
Peter M. Lee
CFP®, ChFC®, FIC | CEO & Senior Wealth Advisor
Peter Lee is licensed to do business in AZ, CA, ID, IN, MN, MT, NM, NV, OR, SC, and WA. CA Life/Health Insurance License ID 0F30543, CA Securities Insurance ID 7556493, CA Variable Annuity Insurance ID 0F30543, CA Variable Universal Life Insurance ID 0F30543.
Chief Operating Officer
Client Experience Coordinator