Meet Simone Lee, CFP®, Who Switched From a Career in IT to Financial Planning

Simone, a 33-year-old financial advisor based in Bedminster, N.J., is a first-generation American and a University of Maryland graduate who switched from a career in information technology (IT) to pursue financial planning. She was fortunate to have a CFP® professional in her family, who inspired her to change careers and join the profession. Her mother, Judith Lee, CFP®, who immigrated from Jamaica, is an award-winning advisor who leads a Merrill financial planning practice focused on comprehensive wealth management. In 2019, Simone joined her mother’s practice as a financial advisor.

Watch the following video to learn more about Simone’s journey and why she chose CFP® certification:

“I can’t wait to share my story and show others that there are many paths to starting a rewarding career as a financial advisor and earning CFP® certification,” said Simone Lee, CFP®. “I’ve seen the financial challenges faced by important people in my life, and I chose this career because of my desire to help others succeed.”

Simone’s path to becoming a CFP® professional reflects the dedication required to earn certification. While working and pregnant with her second child, she prepared for and passed the CFP® exam on her second attempt, with support from her family and colleagues, in March 2024.

Her story demonstrates the power of perseverance and highlights the growing value and recognition of CFP® certification as the standard in financial planning. Her achievement also supports CFP Board’s vision of a future in which all Americans have access to competent and ethical financial advice.

Ready to join Simone and over 110,000 of your colleagues as the next CFP® professional? Visit CFP.net to learn more about the certification path.