The Tangent Retirement Team

Lee started Tangent Retirement to do one thing well: help people whose wealth is tied up in their work turn it into a retirement that holds together. Most of his clients are tech employees, executives, and business owners in Orange County and the San Francisco Bay Area, along with people within ten years of retirement and those rebuilding a plan after a divorce or settlement.

He runs the firm himself. Clients work directly with Lee on every part of their plan — stock compensation, tax strategy, portfolio management, and the decision of when to stop working and how to draw down. Tangent Retirement Inc. is registered as an investment adviser with the State of California and custodies client assets at Charles Schwab.

Lee has spent more than 25 years in financial services. Before founding Tangent, he was a Partner and Wealth Manager at Stratos Wealth Partners for seven years, building a practice serving clients across Northern and Southern California. Earlier, he was a senior financial advisor at Union Bank, and from 2008 to 2011 a vice president and investment manager at JPMorgan Chase, overseeing more than 30 branch-based advisors across coastal Orange County. He began in 1999 as a part-time teller at Wells Fargo in Phoenix and was running a branch by 2001.

Outside the office, Lee spends his time with his wife Lauren and daughter Hannah, usually somewhere in the California backcountry.

Tangent Retirement does not provide legal or tax advice. Please consult your attorney or tax advisor regarding your specific situation.