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Mimie Y

Series 66

Walnut Creek, CA

Commonwealth Financial Network

Mimie Yoon Lee is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 26 years of industry experience. Her prior roles include positions at Lincoln Financial Advisors Corp, HighTower Securities LLC, LPL Financial, and Aegis Consulting. She is also the owner of a business called Fly Me to the Yoon. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a broad range of adviser-support services, including managed-account programs, third-party asset manager access, and both discretionary and nondiscretionary portfolio options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Joey H

Series 66

Walnut Creek, CA

Commonwealth Financial Network

Joey Hsu is a financial advisor at Commonwealth Financial Network with 15 years of industry experience. He holds the Series 66 designation and has worked at Commonwealth since 2013, with a brief tenure at Investors Capital Corp. in 2013 and LPL Financial LLC since 2026. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a comprehensive adviser-support platform that includes managed-account programs, third-party asset manager access, retirement consulting, and custody services.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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