Dr. Lee is a practicing physician (Maternal Fetal Medicine) with a passion for financial and retirement planning. Rich strongly believes that money is best viewed as a tool that can help individuals and their families live their ideal lives. He became a financial planner to assist others in achieving this goal, and he loves to educate others on personal finance topics
Dr. Lee received his undergraduate degree from Brigham Young University and his medical degree from the University of Southern California. He completed his post-graduate medical training at the University of Utah and the University of California, Irvine.
Rich is licensed as an Investment Advisor Representative. His financial credentials include a NASAA Series 65. He also has received the Chartered Retirement Planning Counselor designation, as well as the Accredited Wealth Management Advisor designation from the College for Financial Planning. As a successful personal investor, Rich has derived much satisfaction and enjoyment from the process. He served for 13 years on the Idaho Medical Association (IMA) Financial Services Advisory Board, including five years as its Chair. During this time, he saw firsthand the incredible value and service that the IMA Financial Services provided their clients. Rich joined the IMA Financial Services/TrueNorth Wealth in 2020. He looks forward to helping you achieve your life’s goals.
Rich is happily married and enjoys spending time with his wife and four children. He also likes to travel and spend time outdoors.