Judy Lee

IFW Financial Professional Judy Lee IFW Financial Professional Judy Lee
  • Forthright Capital Partners
  • California

Holistic financial planner with over 10+ years of finance and financial planning experience with companies such as Prudential, New York Life and Hornor, Townsend and Kent.  Series 6 and 63 licensed.

Specializing in Retirement planning, tax minimization, and risk mitigation in the small business sector.

A Certified Financial Fiduciary, where every decision or recommendation we make is for the client’s best interest. Helping clients reach their retirement and financial goals.

BS in Accounting with an MBA in Business


  • Certified Financial Fiduciary® (CFF)
  • Series 6 and 63 Licensed
  • Life & Health Licensed
  • Annuity & Long Term Care Licensed


  • Retirement Income Planning
  • Risk Mitigation
  • Insurance Services
  • Tax Minimization

Judy Lee

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