Our People

Szi Kiat Lee, CFP^®

Associate Wealth Manager

Szi Kiat Lee joined the Los Angeles office of LourdMurray in 2025. As an Associate Wealth Manager, Szi Kiat is responsible for building financial plans, investment analysis, and supporting the Wealth Solutions team with operational needs and identifying planning opportunities and obstructions while channeling them upward to the senior members of the team.

Szi Kiat’s financial services career began in 2021 at Camden Capital, now known as Certuity. He moved to Validus Capital, where he contributed to financial planning, client service, and investment strategies, ensuring personalized solutions that align with client goals. In late 2024, he joined Westmount Partners and focused on delivering exemplary client service, trading activities and, and created tailored financial plans. Fluent in multiple languages and adept with advanced financial planning tools, Szi Kiat blends a deep technical acumen with a client-centric approach that sets them on a course to achieving their financial objectives.

Szi Kiat earned his BS in Finance and Sustainable Business from the Kelley School of Business at Indiana University – Bloomington. He also holds a CERTIFIED FINANCIAL PLANNER® certification. Outside of the office, Szi Kiat likes to take long walks through urban exploration, discovering Los Angeles’ diverse food scene, reading, and spending quality time with friends.