Alice Lee is a dedicated financial professional specializing in the preparation and implementation of employee benefit and long-term care planning solutions. Since 2015, she has supported Paisu Kang, CFP®, CEBS®, MBA, in helping small business owners design and manage benefit programs that are competitive, compliant, and cost-effective.
Alice holds a Master’s degree in Management from the Polytechnic Institute of NYU and a Bachelor’s degree from National Chengchi University (NCCU), one of Taiwan’s leading universities. Her background in health reform, Social Security, and public policy informs her work in benefit planning and regulatory compliance.
As a Certified in Long-Term Care (CLTC) professional, Alice helps integrate long-term care strategies into broader financial plans, ensuring clients can prepare for future health needs without compromising their retirement goals.
At AFA Financial, she plays a hands-on role in client service—supporting communications, managing plan details, and ensuring smooth implementation at every step. Fluent in both English and Mandarin Chinese, Alice works with a diverse client base with professionalism, cultural sensitivity, and a strong attention to detail.