Founder, East Rock Financial Services
Stephanie Lee founded East Rock Financial Services in 2008 in order to help women and couples plan for retirement. More than half of her clients run their own businesses.
Prior to East Rock, Stephanie worked for a financial startup which was purchased by an S&P 500 company. She is on the Board of Directors for California Jump$tart, a non-profit focused on improving K-12 financial education.
Stephanie has been quoted in the national media by Reuters and Kiplinger and has been a speaker at Financial Planning Association conferences.
Stephanie studied Personal Financial Planning at UC Berkeley, has a BS in Applied Mathematics from Yale, and an MPA from USC. Stephanie is a jazz bassist and rock violinist who has performed on 18 albums and votes on the Grammy Awards.