Important information

THIS CONTENT IS INTENDED FOR REGISTERED INVESTMENT ADVISERS AND FOR THEIR USE WITH THEIR CLIENTS ONLY.

 

In order to access content on the Capital Group Financial Professionals website (the “Site”) regarding Capital Group’s (“CG’s”) Separately Managed Accounts, Model Portfolios and investment advisory services (“CG RIA content”), please read the following information and affirm by clicking the accept button that you have read and understand the information provided.

 

To access CG RIA content on the Site, you must attest that you are an investment adviser registered with the U.S. Securities and Exchange Commission or under applicable state law and accept these Terms and Conditions. Some content on the Site may require additional registration for access.

 

CG RIA content is solely intended for registered investment advisers who have agreed to these Terms and Conditions and for their use with their clients. By agreeing to these Terms and Conditions you are affirming that you are an investment adviser registered with the U.S Securities and Exchange Commission or under applicable state law and possess the financial sophistication and resources to understand and analyze the content presented herein. Further, by agreeing to these Terms and Conditions you are affirming your understanding that your use of this content with your clients is at your discretion, and it is your responsibility to ensure they understand the material and it is appropriate for their financial situation. 

 

You understand that the CG RIA content does not constitute advice of any nature, including fiduciary investment advice by Capital Group or its associates.

 

Reference to “Capital Group” used herein includes The Capital Group Companies, Inc., and its affiliates.

Rita Lee

CPA, PFS, CGMA, CDFA

 

Partner, Cerity Partners

 

Rita is a partner with Cerity Partners and is based in the Mill Valley, California, office. She provides comprehensive investment and planning advice to high net worth individuals and their families, businesses and non-profit organizations. Rita works with a wide array of clients and has expertise in working with professionals, tech executives and business owners. She has deep experience helping clients reach their financial goals through customized asset allocations and strategies that participate in growth markets and protection in down markets.

 

Before joining Cerity Partners, Rita was a principal and director of research for Brouwer & Janachowski, responsible for investment research and portfolio construction. She was a member of the company’s senior management team, Investment Committee, and the Portfolio Management Group, which directs the investment management of all client portfolios. Rita was also a wealth advisor to individuals, businesses and non-profit organizations. She is passionate about helping women write their financial success stories. She co-hosted the Women’s Money Circle, a networking and support group for women who seek partnership and guidance in putting their financial house in order. Prior to joining Brouwer & Janachowski, Rita worked at Northern Trust Company in Chicago.

 

Rita earned a master’s degree in finance from St. Mary’s College of California (summa cum laude) and a bachelor’s degree in finance and accounting from the University of Wisconsin (magna cum laude). She was a former lecturer of accounting at St. Mary’s College. She holds the Certified Public Accountant license with the Personal Financial Specialist (PFS™) credential, the Chartered Global Management Accountant (CGMA®), and the Certified Divorce Financial Analyst (CDFA®) designations. Rita served as a board member of the Financial Planning Association of San Francisco. She also served as the Treasurer and board member of FACES SF, a non-profit organization benefiting parents and families in San Francisco’s underserved communities.

 

Years of service: 2020-2023

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.