Tina Wells Lee & Associates is a financial advisory firm serving individuals and families in Stockton, California. Led by Tina Wells Lee, a CERTIFIED FINANCIAL PLANNER® professional, the firm provides personalized guidance built around each client’s goals, values, and financial circumstances. Its approach emphasizes lasting relationships, open communication, financial education, and ongoing support as clients’ needs change.

The firm offers comprehensive financial planning, including planning for women and educators, estate planning, risk management, retirement guidance, and support with investment, insurance, tax, and other aspects of financial life. Rather than taking a one-size-fits-all approach, the team coordinates strategies into a tailored plan and helps clients understand the reasoning behind recommendations. Its stated goal is to help people make informed decisions and pursue financial confidence, whether preparing for retirement, planning for education costs, or protecting loved ones.

Tina Wells Lee & Associates also provides educational resources, including market commentary, articles, checklists, community and financial events, and a complimentary retirement guide. The firm welcomes questions from prospective clients and current clients alike.