Biography

Joyce Wong Lee, ERPA. Mrs. Lee is founder and president of California Benefit Planners (CBP) at Pasadena, a retirement plan consulting and design firm providing services nationally to all range of business entities to sponsor qualified retirement plans under ERISA law since 1994. Mrs. Lee holds a B.S. and M.Ed from Texas A&M University at Kingsville, Texas. Mrs. Lee is passionate about providing consultation services to her clientele for planning towards retirement through pension programs. As an Enrolled Retirement Plan Agent (ERPA), Mrs. Lee has successfully practiced and represented her clientele’s pension programs before the IRS. Our Board considered Ms. Wong's knowledge of investment products, particularly for financial planning and retirement, and her strong ties to the Chinese-American small business community in determining that she should be a member of our Board.