NAPFA Spring 2023 National Conference Speaker

Stephanie J. Lee, CFP®, is the founder of East Rock Financial Services, LLC. She gained cultural knowledge as a Director for a financial analytics firm, working with colleagues and clients in 17 countries across five continents. Since 2008, Lee has volunteered to improve financial education for our youth. She also volunteers to help the older population in her neighborhood. Lee is a jazz bassist and rock violinist who performs weekly and is on 22 recordings; she is an official voter for the Grammy Awards. Lee has degrees from Yale and USC and has been quoted by The New York Times, The Wall Street Journal, Reuters, CNBC, and the BBC.