Timothy J. Lee
University of California, San Diego, BA Economics
Chinese Evangelical Church
Timothy Lee is a Paraplanner at Dowling & Yahnke Wealth Advisors.
Tim joined Dowling & Yahnke in 2019 and supports the financial planning team. Prior to joining Dowling & Yahnke, he served as a Client Support Specialist at eMoney Advisor and completed internships with two local investment management firms in San Diego.
Tim is a candidate for the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation and plans to sit for the exam later this year. He received his undergraduate degree in Economics from the University of California, San Diego.
Originally from Torrance, CA, Tim currently resides in La Jolla.
What inspired you to work in the financial industry?
I was inspired to work in the financial industry because you get to help people with a very practical part of their lives. I also love that you are constantly learning in this industry and you get to learn something new with each client’s unique situation.
Why did you join Dowling & Yahnke?
I joined Dowling & Yahnke because of the great reputation it had in the industry. I love how we prioritize integrity when working with clients and emphasize knowledge as an important part of employees’ development.
What is your favorite place in San Diego?
I love the Convoy St. area, because there are so many good food spots there. I enjoy trying new restaurants and boba shops in that area with my friends.
What is your favorite hobby?
One of my favorite hobbies is to play basketball with my friends. It’s a great way to bond with people and get in some good exercise.
Can you play any instruments? When did you start?
I started playing the acoustic guitar in 6th grade. Since then, I have enjoyed playing with my church group in our congregational services.
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