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Soo Lee

Licensed Insurance Professional

FULL BIOGRAPHY

Bio coming soon!

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Can We Give You a ‘Lift’?

Start elevating your financial well-being, understanding and retirement dreams today. Contact us to schedule your no-hassle, no-obligation visit with our Alto Financial professionals.

Pittsburgh Office:

4099 William Penn Hwy.
4th Floor
Monroeville, PA 15146
Get Directions

State College Office:

250 East Beaver Ave.
Suite 768 
State College, PA 16801
Get Directions

Contact:

(800) 491-7005
[email protected]

Our Team
Services
Events
Resources
Contact Us

Our Team
Services
Events
Resources
Contact Us

Insurance products are offered through the insurance business Alto Financial Group, LLC. Alto Financial Group, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Alto Financial Group, LLC. are not subject to Investment Adviser requirements. AEWM and Alto Financial Group, LLC. are not affiliated companies.

© 2025 Alto Financial. All rights reserved.

Privacy Policy | Terms of Use | Form CRS | Disclosures

Insurance products are offered through the insurance business Alto Financial Group, LLC. Alto Financial Group, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Alto Financial Group, LLC. are not subject to Investment Adviser requirements. AEWM and Alto Financial Group, LLC. are not affiliated companies.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.

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