Denise S. Lee

Denise S. Lee, CPA/PFS, CFP®

Wealth Advisor
denise.lee@perigonwealth.com
Office: (949) 263-1883

Denise's Bio

Denise is a Wealth Advisor at Perigon, where she helps clients feel empowered and informed at every stage of their financial journey. With over 18 years of experience in tax and personal finance, she brings both deep technical knowledge and a compassionate, relationship-centered approach to her work.

She began her career in public accounting at Deloitte, where she specialized in ultra-high-net-worth individuals and their closely held businesses. That strong foundation in tax planning continues to shape her holistic view of financial guidance today.

Clients value Denise’s thoughtful listening, attention to detail, and genuine care. Whether she’s helping families plan for the future or guiding professionals through transitions, her goal remains the same: to build lasting relationships rooted in trust and clarity.

As a native of Orange County, CA, Denise enjoys traveling, hiking, and spending time outdoors with her friends and family.

Education
B.S. in Accounting – University of Southern California
Personal Financial Planning Program – Northwestern University

Licenses/Designations
Certified Public Accountant (CPA)
Personal Financial Specialist (PFS)
CERTIFIED FINANCIAL PLANNER™ (CFP®)

Memberships
American Institute of CPAs (AICPA)

Denise's Team