An experienced and committed team

Lee holds a degree in International Business from San Diego State University and brings more than 25 years of experience as a Financial Advisor. His extensive background serving both international and U.S. clients, families, and corporations has equipped him with the proficiency to deliver strategic solutions across diverse markets. In recognition as an industry leader, Lee and his Team, Four Keys Wealth Management, were named to the Forbes Best-In-state Wealth Management Teams list in 2024, 2025, and 2026.

The Forbes rating is compiled by Shook Research and awarded annually in January, based on information from a 12 month period ending March of the prior year. Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Lee's areas of focus include retirement planning and international wealth management for individuals, corporations, and municipalities. He is dedicated to developing strong client relationships built on integrity and personalized services. By taking the time to navigate and understand each client's unique objectives, Lee establishes customized strategies that align with their financial goals and help to preserve and grow long-term wealth, and position clients for lasting financial success across generations.

Outside of work, Lee, his wife, Sabrina, and their son, Justin, enjoy spending quality time golfing, traveling to experience new cultures, and staying active through various outdoor interests such as cycling. He values adventures that foster connection and balance.

Judi has been with UBS for over 15 years but has over 20 years of experience in the industry. As a Senior Registered Client associate, she holds the FINRA Series 7 and Series 66 certifications, as well as the Chartered Retirement Plans Specialist (CRPS®) designation. She interfaces with UBS network and serves as an exceptional resource to the Team's administrative needs.  

Judi's extensive experience and collaborative approach helps foster lasting relationships built on exceptional services. She prioritizes creating a welcoming and supportive environment where clients feel heard, informed, and confident.

As an alumna of the University of California, Riverside and proud member of Alpha Kappa Alpha Sorority, Judi is deeply rooted in her Pasadena community. Outside of work, she enjoys spending time with her family, staying active, and expressing creativity through her writing. 

Kevin Lee holds a Bachelor's degree earned in 2016 from California State University Long Beach. Born in Korea and raised in Cerritos, California, Kevin focuses on delivering personalized support to clients. 

Since beginning his career in the financial services industry at UBS, Kevin has built a strong foundation working with clients for the past three years. Known for his dedication and work ethic, he quickly earned his industry licenses and is currently pursuing the CERTIFIED FINANCIAL PLANNER® certification to further expand his knowledge and better serve clients. His commitment to continuous professional development reflects his goal of providing confident, responsive service for clients. 

As a dedicated, lifelong golfer who played professionally from 2016 to 2022, Kevin has competed across numerous tours—including PGA Tour Series-China. Outside of work, he continues to enjoy the sport in his free time as well as spending time with his wife and family by hiking, exploring new activities, and traveling.

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