Why We’re Different
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.
Genuine and personable, Peter begins every engagement by first seeking to understand the client’s story. Peter knows that life is full of twists and turns, changes and events – inflection points – and he works diligently to align services with goals while preparing his clients for the certainty of uncertainty.
After graduating from Seattle Pacific University, Peter began his financial services career in 2006 with Thrivent Financial, a fortune 500 company. Peter enjoys teaching, guiding and advising while deepening meaningful relationships with his clients.
As a Fee-based CERTIFIED FINANANCIAL PLANNER™ practitioner, Peter’s conscientious approach combines financial planning with meticulous organization to help his clients proactively manage their investments and live their best possible lives.
In 2018, Peter founded Inflection Wealth Management as an independent practice while maintaining a proud affiliation with Thrivent Financial by co-developing with Thrivent an independent channel for financial advisor business owners. This personal inflection point provided enhanced and rewarding opportunities to serve his clients and grow the firm. As CEO, Peter takes pride in rooting Inflection Wealth Management in the values of relationships, service, competence, meaningful work, and integrity.
Peter is married to his wife, Bridgette, and together they find joy in raising their children, Olivia and Max. His family attends Hope Church at Silver Lake where Peter is involved in leadership on Church Council. When not in the office, Peter enjoys spending time on the Pacific Northwest beach, golfing, sharing a great meal and spending time with his family and friends.