Lynea Yee brings over a decade of experience in personal finance and a deep commitment to helping clients navigate life’s transitions with clarity. She began her career in 2012 and spent seven years as a Mortgage Loan Originator with Summit Funding before transitioning into financial planning in 2021 with Raymond James. Today, she serves as a Financial Planner, guiding clients through thoughtful, goals-based planning that empowers informed decisions.
Lynea holds multiple professional designations, including Certified Financial Planner™ (CFP®), Accredited Asset Management Specialist℠ (AAMS®), and Chartered Retirement Planning Counselor℠ (CRPC®). She also maintains her Series 7 and Series 66 licenses with LPL Financial, reflecting her commitment to ongoing education and professional excellence.
What excites Lynea most is listening to her clients share their dreams and goals—and then helping them build a plan to help make those dreams a reality.
Her planning approach centers on four cornerstones of wealth:
• Investment Management
• Liability Management
• Cash Flow Planning
• Estate Planning and Charitable Giving Strategies
Lynea’s process is rooted in understanding each client’s story. She studies, models, and explains custom solutions in plain language, and partners with clients to implement plans that are objective, and tax-efficient. She continues to monitor and adjust strategies as life, markets, and laws evolve.
Outside of work, Lynea is deeply involved in her community. She serves as Executive Coordinator for the Junior League of Chattanooga and participates in the Signal Mountain Community Guild. She enjoys spending time with her husband, Mike, and their children, Ethan and Madeline. Her favorite pastimes include reading, traveling, hiking, running, and playing piano.
CRPC conferred by College for Financial Planning
Lynea Yee is a financial planner with and securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.