Paulo Lee is a Financial Professional who is passionate about helping families, professionals, and business owners build strong financial foundations. He works closely with his clients to create simple, thoughtful plans that focus on protecting what matters most, growing their money over time, and preparing for life’s uncertainties.
Paulo’s story has shaped the way he works today. Born in Brazil and raised in Canada, he grew up in a family of entrepreneurs where he saw firsthand the importance of hard work and making smart financial decisions. About 14 years ago, he made the Pacific Northwest his home, where he now lives with his wife and their two young children.
Before becoming a financial advisor, Paulo built his career in both financial services and the software industry. While he gained valuable experience, it was becoming a parent that truly changed his perspective. He realized how important it is to have a clear plan in place — not just for yourself, but for the people who depend on you. That led him to transition into financial planning, where he could make a greater impact by helping others feel more confident and secure about their future.
Outside of work, Paulo enjoys spending time with family and friends and staying involved in his local church and community. You’ll often find him coaching his son’s soccer team, playing golf with his wife, or cheering on the Seahawks.