Doog Joon Lee, CAIA
Schultz Financial Group, Inc.
Fee Only Financial Advisor located in Reno, NV serving clients locally and throughout California
(775) 850-5620
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Schultz Financial Group, Inc.
10765 Double R Blvd.
Reno NV 89521
Doog Joon Lee is an investment manager located in Reno, NV serving clients locally and throughout California.  Schultz Financial Group, Inc. specializes in providing objective financial planning to help clients build, manage, grow, and protect their assets through life's transitions.
Title in the firm
Investment Manager

DJ Lee joined SFG in 2007.  He is responsible for researching, analyzing, and monitoring investments and financial markets.  He designs each client’s investment portfolio based on portfolio risk management and their financial planning goals. He presents investment recommendations to clients and assists clients with their investment related issues. 
DJ also serves the Community Foundation of Western Nevada as an investment committee member.  

DJ earned his Bachelor of Science in Information Systems and Master of Science in Finance at University of Nevada, Reno.  Prior to graduating, he became a member of Beta Gamma Sigma for his academic achievement as part of the top 5% of the students in the College of Business. DJ’s master degree thesis, titled “Persistence of Performance of Hedge Funds,” was published at University of Nevada, Reno in 2007.  He is a Chartered Alternative Investment Analyst (CAIA) since 2012 and is currently studying for the Level 3 Chartered Financial Analyst (CFA) exam.  DJ enjoys reading and spending time with his wife and son.

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