CoverProfile

Alina Lee

Wealth Advisor

Adero Partners

United States, California, San Francisco

About Me

Alina is a Wealth Advisor with over 13 years of experience in financial planning and wealth management. She obtained her Series 7 and 63 with Raymond James Financial Services. In 2013, she joined a larger RIA firm where she served as Director of Financial Planning for five years. Alina moved to Northern California in 2018 and joined Adero in 2019. Alina graduated from Virginia Tech in Blacksburg, VA in 2009. She is a Certified Financial Planner professional and National Social Security Advisor.

Profile Information

Wealth Advisor

Adero Partners

Investment Team

Investor

Multi-Family Office

San Francisco

California

United States

Sep 9, 2024

More profiles to browse

WJ
Warren Jackson
President and Senior Advisor
Profile Photo
Mehul Khivesara
Wealth Advisor
Profile Photo
Spencer Carlson
Senior Operations Specialist
Profile Photo
Jen Yacoube
Wealth Advisor

You Might Like

PM
Prtima MISHRA1
Software Engineer
PA TEST
KA
Kimberly A. Griego-Kiel
Founding Partner Emerita
Horizons Sustainable Financial Services
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
BH
Bob Helmer
President Emeritus
Baldwin Wallace University