Peter M. Lee, CFP®, ChFC®, FIC, CFP®, ChFC®, FIC

Peter M. Lee, CFP®, ChFC®, FIC

CEO & Senior Wealth Advisor CA Life/Health Insurance License ID 0F30543

Genuine, personable, and deeply committed to his clients, Peter believes every financial planning engagement should begin with a story—your story. He takes the time to understand where clients have been, where they want to go, and what life transitions might shape the path ahead. Whether it’s a major milestone or an unexpected curveball, Peter’s mission is to align financial strategy with life’s ever-changing landscape.

Peter launched his career in financial services in 2006 after graduating from Seattle Pacific University. Over the years, he’s developed a reputation for clear guidance, thoughtful teaching, and building long-term relationships rooted in trust.

As a fee-based CERTIFIED FINANCIAL PLANNER™ professional, Peter blends detailed financial planning with organized, proactive investment management—empowering clients to make informed decisions and live their best possible lives with clarity and confidence.

In 2018, Peter founded Inflection Wealth Management, an independent firm built to offer personalized financial planning and wealth management. As CEO, he leads with values that matter: relationships, service, competence, meaningful work, and integrity.

Outside of work, Peter is a devoted husband to Bridgette and proud father to Olivia and Max. He recharges by spending time with family and friends, enjoying the beaches of the Pacific Northwest, playing a round of golf, and sharing a great meal.

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CA Life/Health Insurance License ID 0F30543