InvestEd has over 95 years of collective financial investment and advisor experience.

Get to know InvestEd.

We’re Registered Investment Advisors, from all over the world, dedicated to changing the financial advising industry.

We believe in the fiduciary standard of putting client’s interests first and avoiding conflicts of interest.

Steve Hsin

VICE PRESIDENT AND CFO

Allison Pescatore

DIRECTOR OF MARKETING

Endrit Lloshi

ADVISOR

Karsyn Jimenez

Marketing Coordinator

Genti Cici

ADVISOR

Tai Young Lee

FOUNDER AND CEO

Michael Lee

COO

Kenny Lee

CMO

Kurt Ciliberto

LEAD DESIGNER

Mission
& Vision

InvestEd is committed to:

  • Providing top quality financial planning services
  • Reliability. We put our clients first and want them to know they can access us anytime
  • Offering an authentic experience and objective advice fit for your specific situation.
  • Maintaining an inclusive environment that is judgement-free and meets your needs.

Call us to find out how we can help you

No pressure, we promise.

Schedule a free financial planning phone meeting with a fiduciary financial advisor.

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