Expert
Financial Planning
From tax strategies and estate planning to private investments and business exits, we deliver personalized advice to help you make confident decisions at every stage of life.
Global Perspective.
Local Expertise.
Personalized Planning.
At InVision Capital Advisor, we go beyond traditional financial planning. Combining local insight and a global vision, we provide personalized services in wealth management, estate planning, and business advisory.
We specialize in cross-border strategies for:
- Individuals
- Family offices
- Entrepreneurs and small businesses
We’re here to guide you through life’s pivotal transitions such as:
- Getting married or starting a family
- Changing careers
- Launching a business
- Relocating internationally
- Transiting to retirement
- Planning your legacy and estate
Meet Ron Lee, CFA, MBA
Hi, I’m Ron Lee, founder of InVision Capital Advisor, a fee-only investment advisor licensed in California and based in the San Francisco Bay Area.
Like many of you, I’ve navigated life’s challenges—from budgeting and saving for college to buying a home and planning for retirement—developing strong decision-making skills along the way.
My career began in computer engineering with two degrees and five years in chip design before transitioning to finance. I earned my CFA and MBA, then managed over $1 billion in assets as a fund manager, with my funds receiving the Barclay Hedge Top 10 Award for best technology fund.
My mission is to help individuals and families attain financial independence, personal freedom, and access to more and better choices in life. It is my pleasure to help you on your journey to freedom and success.
