Our Team

Jim Lee

President and Founder

Jim Lee, president and founder of Jim Lee Financial, has been offering comprehensive retirement services since 1986. After spending many years working for other insurance companies with limited options available for clients, he became an independent agent to provide customized solutions that meet the unique needs of each individual and family he serves.

V Lee

Vice President

With a passion for helping people and a love for both her personal and professional families, V Lee serves as vice president and marketing manager for Jim Lee Financial. She works diligently to ensure each client experiences only the highest level of personalized service and has access to the information they need to make educated decisions about their futures. Together, V and Jim uphold the firm’s core values while supporting clients through every step of the planning process.

Prior to joining Jim Lee Financial, V received a bachelor’s degree from San Diego State University in English literature and spent nine years in advertising, which helps her make strategic marketing decisions in both the firm’s and its clients’ best interests.

In addition to taking care of the firm’s family, V is busy enjoying her role as a proud wife and mother of four active kids. She and Jim love family outings to the beach and being there to support their children in all endeavors.

Mercedes O’Shea

Director of Operations

With family being a top priority for Mercedes, she is a perfect fit as Director of Operations at Jim Lee Financial. She is highly personable with a go-get-it attitude and superior client service. With a BA degree in Human Services focusing on non-profit programs, Mercedes had been heading incredibly large programs at the Ecke Family YMCA including Camps, Childcare, Preschools, and Adventure Guides and Sports.

A Foundation that is near and dear to her heart is the Sean O’Shea Foundation which is named after her late brother, Sean. Mercedes is active on the Board and is passionate about volunteering her time to improve the lives of the youth in our community.

Mercedes lives in Encinitas largely due to her love of the beach, concerts in the park and she is surrounded by her family. She has a husband and two adorable kids.