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Kevin Lee, MBA, CFEd & Nancy Wu, MBA, CFEd

Kevin Lee, MBA, CFEd & Nancy Wu, MBA, CFEd


Kevin Lee and his wife, Nancy Wu have been in the Financial Industry for over 24 years.

Graduating from UC Berkeley with Double Major in Computer Science and Applied Math, he then went on to complete a Double MBA in Finance and International Business with his wife.

Kevin and Nancy are both Certified Financial Educators and have been Community Financial Literacy Advocates for the past 5 years, educating Government Agencies, Schools, Churches, Non-Profits, Corporations, Small Businesses, and Individuals.

Licensed Number;
Kevin Lee: 0B92785
Nancy Wu: 0B86974