Rita Lee

Meet Rita.

Rita Lee provides investment and planning advice to families, professionals, technology executives, business owners, and nonprofits. Her background includes investment research and portfolio construction. She has also focused on supporting women as they rebuild their finances following divorce or the death of a spouse.

Before your first conversation.

Areas of focus

Women investors · Portfolio construction · Technology executives · Life transitions

Credentials recorded in sources

CPA, CDFA®, CGMA®, PFS

Investment minimum

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Fees & compensation

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Portrait source

Photo matched to official biography · 2026-09-16

Make the first conversation count.

Cerity Partners provides integrated wealth management for individuals and families alongside services for corporations and institutions. Its personal wealth offering spans investments, financial planning, estate and gift planning, tax services, insurance planning, trusts, business owner advice, and family office services.

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