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Meet the Team

Planning Centered on You

For more than three decades, we’ve worked with individuals and families to bring clarity to their financial lives.

At Redwood Wealth, we believe good planning starts with listening. We take the time to understand your goals and priorities, then work alongside you to build a thoughtful strategy that evolves with you through every stage of life.

Stephen Lee

Stephen Lee

Financial Advisor

925-546-5433

Ian Lee

Ian Lee

Financial Advisor

925-546-5433

Client Centered

Client Centered

We take the time to understand what matters most to you. With decades of experience, we guide you through today’s decisions and tomorrow’s opportunities, helping you plan with confidence every step of the way.