President
Genesis Wealth Management, Llc
AeroLeads people directory · profile
Sunhee Lee, Aif®, Mba Email & Phone Number
President
at
GENESIS Wealth Management, LLC
1 work email found
@lpl.com
5 phones found area 201
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
President
Location
Englewood, New Jersey, United States
Who is Sunhee Lee, Aif®, Mba? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Sunhee Lee, Aif®, Mba is listed as President at GENESIS Wealth Management, LLC, based in Englewood, New Jersey, United States. AeroLeads shows a work email signal at lpl.com, phone signal with area code 201, and a matched LinkedIn profile for Sunhee Lee, Aif®, Mba.
Sunhee Lee, Aif®, Mba previously worked as Financial Advisor at Lpl Financial and Financial Consultant at Axa Advisors, Llc. Sunhee Lee, Aif®, Mba holds Master Of Business Administration (Mba), Accounting And Finance from Adelphi University.
Company email context
Email format at GENESIS Wealth Management, LLC
This section adds company-level context without repeating Sunhee Lee, Aif®, Mba's masked contact details.
*@lpl.com
68% confidence
AeroLeads found 1 current-domain work email signal for Sunhee Lee, Aif®, Mba. Compare company email patterns before reaching out.
Profile bio
About Sunhee Lee, Aif®, Mba
Helping people pursue their goals and aspirations is my inspiration.Whether a client is just starting out and is charting their investment journey, transitioning to a new phase of life, or they’re already a seasoned investor ready to head into retirement and are looking to firm up their plans, I help educate them about their options and guide them through the investing process.I start that process by listening to my clients’ stories, their dreams, their concerns, and their goals.Together, we use that information to develop and evaluate options and choose the path best suited to the their investment journey. All of our circumstances are unique and can change. We’ll keep in touch and adjust your path if warranted, drawing on a wide variety of tools and resources based on your timeline and risk tolerance.Using my experience and expertise to help clients identify solutions for their goals is my passion. I’ve honed my process for providing financial advice over 18 years in the industry, watching investors and their families grow and change. During that time, I’ve deepened my knowledge and kept on top of industry changes by obtaining designation as the Accredited Investment Fiduciary® (AIF®) which is a professional certification for serving as an investment fiduciary.My specialty is working with enthusiastic professionals, especially business owners who are preparing for their ideal retirement — but also pursuing life goals along the way and planning their legacy, whether that’s taking care of their families, supporting philanthropic organizations, or both.If you’d like to talk about your financial future, give me a call today at (201) 783-5877 or email me at sunhee.lee@genesiswealthmgt.com to schedule a consultation and discover how I can help you pursue your financial goals.
Listed skills include Auditing, Quality Management, Powerpoint, Supplies, and 58 others.
Current workplace
Sunhee Lee, Aif®, Mba's current company
Company context helps verify the profile and gives searchers a useful next step.
4 roles
Sunhee Lee, Aif®, Mba work experience
A career timeline built from the work history available for this profile.
Financial Advisor
As an LPL Financial Advisor I provide fee-based investment advisory accounts services,> Strategic Asset Management (SAM)> Model Wealth Portfolios (MWP)> Personal Wealth Portfolios (PWP)> Optimum Market Portfolios (OMP)> Manager Select for separately management account (SMA)> Guided Wealth Portfolios (GWP) for digital advisory platform For brokerage accounts services> Taking client orders and executing securities transactions> Making recommendations to buy, sell, or hold securities> Custodial servicesFor comprehensive financial planning services> Flat fee comprehensive planning services> Hourly consulting services
President
Genesis Wealth Management, Llc
GENESIS Wealth Management was founded to advise comprehensive wealth management and financial planning with independence powered by LPL Financial. Our firm > provided thoughtful financial guidance and investment recommendations with fiduciary duty to advisory clients.> helped you build a diversified portfolio of well-managed investments with a personalized financial strategy.> prepared comprehensive customized financial planning by a new technology planning platform.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. For a list of states in which I am/we are registered to do business, please visit www.GenesisWealthMgt.com.
Financial Consultant
As a financial Consultant, I provide client's wealth protection, asset management, retirement savings, and financial and estate planning strategies through a broad range of products and services.► Analyze financial information obtained from clients to determine strategies, products and services to help clients meet their financial objectives. ► Provide information/education to clients about the purpose and details of financial products, services and strategies. ► Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis. ► Contact clients periodically to determine if there have been changes in their financial status. ► Provide knowledgeable, objective financial guidance and customized strategies to clients who demand high quality service.
Jan 2006 - Oct 2017
3 education records
Sunhee Lee, Aif®, Mba education
Master Of Business Administration (Mba), Accounting And Finance
Adelphi University
Master Of Laws - Llm, Criminal Law
Pusan National University
Bachelor Of Law, Law
Pusan National University
FAQ
Frequently asked questions about Sunhee Lee, Aif®, Mba
Quick answers generated from the profile data available on this page.
What company does Sunhee Lee, Aif®, Mba work for?
Sunhee Lee, Aif®, Mba works for GENESIS Wealth Management, LLC.
What is Sunhee Lee, Aif®, Mba's role at GENESIS Wealth Management, LLC?
Sunhee Lee, Aif®, Mba is listed as President at GENESIS Wealth Management, LLC.
What is Sunhee Lee, Aif®, Mba's email address?
AeroLeads has found 1 work email signal at @lpl.com for Sunhee Lee, Aif®, Mba at GENESIS Wealth Management, LLC.
What is Sunhee Lee, Aif®, Mba's phone number?
AeroLeads has found 5 phone signal(s) with area code 201 for Sunhee Lee, Aif®, Mba at GENESIS Wealth Management, LLC.
Where is Sunhee Lee, Aif®, Mba based?
Sunhee Lee, Aif®, Mba is based in Englewood, New Jersey, United States while working with GENESIS Wealth Management, LLC.
What companies has Sunhee Lee, Aif®, Mba worked for?
Sunhee Lee, Aif®, Mba has worked for Genesis Wealth Management, Llc, Lpl Financial, and Axa Advisors, Llc.
How can I contact Sunhee Lee, Aif®, Mba?
You can use AeroLeads to view verified contact signals for Sunhee Lee, Aif®, Mba at GENESIS Wealth Management, LLC, including work email, phone, and LinkedIn data when available.
What schools did Sunhee Lee, Aif®, Mba attend?
Sunhee Lee, Aif®, Mba holds Master Of Business Administration (Mba), Accounting And Finance from Adelphi University.
What skills is Sunhee Lee, Aif®, Mba known for?
Sunhee Lee, Aif®, Mba is listed with skills including Auditing, Quality Management, Powerpoint, Supplies, Insurance Strategies, Management Review, Accounting, and Obtain.
Find 750M verified contacts
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial