Sunhee Lee founded GENESIS Wealth Management, LLC in October of 2017 with the purpose of providing his clients with comprehensive wealth and investment management services. He started his career as financial consultant with AXA Advisors, LLC over 11 years of financial services experience since 2006. This experience has helped him gain an in-depth understanding of many constantly changing types of financial products and services. He works with individuals and families helping them address retirement planning with investment management strategy and wealth transfer planning needs.
Sunhee has earned the Accredited Investment Fiduciary® (AIF®) professional designation, awarded by the Center for Fiduciary Studies, which is associated with the University of Pittsburgh. He has received formal training in investment fiduciary responsibility. He also holds FINRA series 6, 7, 63, and 65 licenses through LPL Financial along with his life, accident, & health insurance, and variable products licenses.
He received a Bachelor Degree in Law and Master Degree in Law from Pusan National University, South Korea. He also received his MBA Degree in Finance from Adelphi University.
He lives locally in Leonia, NJ with his wife and two children living on the college campus. He enjoys hiking, travel, and researching investments.