About the Author

Licensed financial advisor Gene F. Lee received his bachelor's degree in physics and economics at the University of California at Davis and his master's degree in business administration from the Stanford Graduate School of Business.

Before going into financial advising, Lee worked in computer marketing for Hewlett-Packard, Sun Microsystems, and other major companies.

Lee went on to work for UBS, where he managed client investments, compiled complete investment plans, and bought portfolio securities.

Lee is recognized by the US Chess Federation as a national master. He is also the proud father of two daughters. He has recently retired and is eager to share his experience with his daughters and a new generation of investors.