My name is Ron Lee, and I’m the founder of InVision Capital Advisor—a California-licensed, fee-only Investment Advisor firm based in the San Francisco Bay Area.

Like many of you, I’ve faced major life milestones: budgeting, saving for college, navigating career changes, buying a home, raising a family, filing taxes, and preparing for retirement. These experiences sharpened my ability to evaluate options and make sound financial decisions.

I began my career as a chip engineer at Nvidia after earning two engineering degrees. But over 20 years ago, I transitioned into finance, earned my CFA and MBA, and became a fund manager overseeing institutional portfolios exceeding $1 billion. During that time, I was honored with the Barclayhedge Top 10 Award in both 2009 and 2010 for managing the best-performing technology fund over three years.

In 2015, I founded my own firm to help others plan and invest wisely. My mission is to empower individuals and families to gain financial independence, achieve personal freedom, and make better choices for their lives.