Tammy Lee, CFP®

Director of Operations & Wealth Manager
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Bachelor of Arts from UCI 2005, Certificate of Personal Financial Planning from UCLA in 2010, CFP® 2013, CA Life Insurance Licensed 2015

Tammy joined Penniall & Associates in 2014 after working for F500 Advisory Services in their Operations & Financial Planning departments for 9 years. Tammy graduated from the University of California, Irvine and as a CERTIFIED FINANCIAL PLANNER® professional, she is committed to helping clients assess their financial health and working together to meet their future goals.

“I am only one, but still I am one. I cannot do everything,
but still I can do something. And because I cannot do everything,
I will not refuse to do the something that I can do.”

 

– Helen Keller
Tammy Lee Family

What do you like about working at Bridge?
That we’re big enough to be able to provide clients great service, but small enough to appreciate each one.

What’s your background?
As the youngest daughter of Vietnamese refugees, working hard and learning from every situation was ingrained in me very early on. I stumbled into finance by accident and really have learned to love it. I enjoy guiding others to have a better understanding of how to take care of their financial health in practical steps.

What are the Bridge Advisory Core Values that drive you?
That dreams are within reach and by walking beside them and working with them, we can help clients achieve their financial goals.

Your top three favorite Podcasts/Books?
Good to Great by Jim Collins, Homeland by John Jakes and Malcolm Gladwell’s Revisionist History podcast

What do you enjoy doing when you are not working?
Spending time with my husband and 2 kids. Catching Spurs games. Reading. Testing out new recipes in my kitchen. Sleeping when my kids allow for it.