A complete list of active advisors currently associated with Robin Lee Wealth Management

Warmer can help you find a great advisor at Robin Lee Wealth Management or one who fits your needs even better.

The firm provides investment advisory and financial planning services to individuals and families, explicitly noting work with students and recent immigrants. Typical services include portfolio advice using low-cost ETFs and mutual funds, education funding (529 plans), budgeting, retirement planning, and basic risk-management analysis; the firm does not custody client assets and accounts are maintained at independent qualified custodians. The investment approach emphasizes strategic asset allocation with broadly diversified ETFs/mutual funds and incorporates fundamental, technical, and quantitative methods where appropriate. Advice is tailored to clients’ goals, time horizon, and risk tolerance, and may be delivered on either a discretionary or non-discretionary basis while accommodating client-imposed investment restrictions in writing. Distinctive features include that the firm currently reports no assets under management while offering both advisory services and fixed-price financial planning and hourly consulting with no stated account minimums. The principal’s recent training—a master’s in financial mathematics and roles in quantitative analysis and corporate operations—supports a model-driven, quantitative element to the firm’s analysis that is less common among similarly sized independent advisers.

To learn more about the advisors currently working at Robin Lee Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Ruixin Li	Irvine, CA	0

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