Steven Lee

At Intrinsic Wealth Management, Steve serves as an Financial Advisor, partnering with our senior advisors in developing goals-based financial plans, portfolio analytics, and client education materials. He is passionate about helping individuals and families align their resources with their long-term objectives and is currently pursuing additional industry credentials to deepen his expertise.

Steve Lee brings more than 15 years of leadership experience in both Fortune 500 technology firms and venture-backed start-ups to Intrinsic Wealth Management (IWM). He holds a Bachelor of Science and a Master of Science in Industrial Engineering from California Polytechnic State University, San Luis Obispo, where his coursework emphasized quantitative analysis, process optimization, and risk management—skills that translate directly to prudent portfolio construction and disciplined financial planning.

Throughout his tech career Steve managed cross-functional teams and multimillion-dollar operations, while dedicating his personal time to the study of finance, economics, and capital markets. His commitment to formal education culminated in successfully passing the Series 65 Uniform Investment Adviser Law Exam, satisfying the testing requirement for registration as an Investment Adviser Representative; his IAR registration is through Highpoint Advisory Group LLC, doing business as Intrinsic Wealth Management.