Sophit  Lee

Sophit Lee

| CFP®

Docsa Capital Management, Inc.

Fee Only Financial Planner Located in Portage, MI and Serving Clients Nationwide

Specialties

  • Fee-Only Financial Services
  • Comprehensive Financial Planning
  • Free Initial Consultation
  • Investment Management
  • Retirement Planning
  • Education Planning
  • Planning for Business Owners
  • Cash Flow and Budgeting
  • Middle Income Client Needs
  • Women's Financial Issues

Visit Us

1210 West Milham Avenue
Suite 201
Portage, MI 49024

Sophit Lee is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?

Sophit Lee is a Fee-Only Financial planner, experienced in coordinating and integrating investment and financial planning activities.  She brings insights from over 31 years of investment and over 18 years of financial planning experience.  Her expertise is in retirement planning, portfolio management, employee stock options, employee benefits, personal income tax planning, and planned giving.

Sophit is a NAPFA-Registered Financial Advisor of the National Association of Personal Financial Advisors (NAPFA), and a CERTIFIED FINANCIAL PLANNER™ practitioner.  She is also a member of the Financial Planning Association (FPA).

Sophit received her undergraduate and graduate degrees from the University of California, Berkeley.  Prior to joining Docsa Capital Management, Inc., Sophit was the Vice-President and Managing Director at a private portfolio management firm in Newport Beach, California, where she oversaw approximately $110 million in client assets, and where the principal was named as one of the nation’s top financial advisors for several consecutive years in the Worth Magazine.

She was an instructor in the Personal Financial Planning Certificate Program at the University of California at Irvine in the spring of 2000, and a guest instructor at the NAPFA Midwest Regional Conference Basic Training Program in the fall of 2001.  She has presented at AAUW, Laguna Beach, CA Conferences for Girls in 1998 and 2000 and has been a presenter at the Kalamazoo Area Women’s Festival in 2001 and 2002.  Sophit served as a volunteer member on a CFP Board of Professional Review hearing panel in 2003.  The hearing is part of the CFP Board’s process in reviewing and investigating complaints against CFP® practitioners.  She has participated in the national consumer hotline, co-sponsored by Kiplinger Personal Finance Magazine and NAPFA.  She has also provided pro bono services for the NAPFA-sponsored Money Bus Tour, and for the Financial Planning Association’s Financial Planning Day in New Jersey.

She has also been quoted in articles on a variety of investment and financial planning topics, including the Journal of Financial Planning and the New York Times.