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SAN FRANCISCO - Californer -- InvestmentNews conducted a far-reaching analysis of the wealth industry and is proud to recognize Michael Lee—Principal at Farther—as one of the standout performers and celebrate his exemplary professional abilities and expertise.
Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, "The caliber of this year's nominees shows that the industry's future is in excellent hands. Michael Lee has rightfully earned a place among the winners, demonstrating outstanding achievement and earning recognition from both peers and senior professionals for their performance."
InvestmentNews' 30+ strong Intelligence Unit compiled the final winner's list after the completion of a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with the Rising Stars' precise criteria.
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Michael Lee receives this honor with pleasure and is delighted to be included among the wealth industry's top performers.
"I am humbled and honored to be recognized by InvestmentNews among this year's Rising Stars. It's a testament not just to my efforts but to the client-first culture and collaborative team at Farther, and I look forward to continuing to help clients manage their financial life with clarity."
This award is a testament to the professionalism and commitment Michael Lee brings to the industry and additionally showcases his desire to maintain his first-rate standards.
For further information, please contact:
Michael Lee, Farther
510-335-8808
michael.lee@farther.com
https://www.farther.com/advisor/michael-lee
About Michael Lee:
Michael Lee is a Principal, Wealth Advisor & Focus Team Lead at Farther, a technology-forward wealth management firm. Based in San Francisco, he works with high-net-worth clients—including entrepreneurs, executives, and families—helping them navigate complex financial landscapes and achieve long-term goals.
More on The Californer
About 2025 IN Rising Stars:
Starting in May, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the second annual Rising Stars list.
Nominees had to be aged 40 or under (as of October 1, 2025) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they've made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.
The Rising Stars were determined by an independent panel of industry leaders composed of:
Chris Sweeney, Managing Editor for Special Reports at InvestmentNews, shared his insights on the selection process, stating, "The caliber of this year's nominees shows that the industry's future is in excellent hands. Michael Lee has rightfully earned a place among the winners, demonstrating outstanding achievement and earning recognition from both peers and senior professionals for their performance."
InvestmentNews' 30+ strong Intelligence Unit compiled the final winner's list after the completion of a rigorous process, canvassing the opinions of objective industry experts and collating leading-edge research. The prestigious list of honorees was then matched with the Rising Stars' precise criteria.
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Michael Lee receives this honor with pleasure and is delighted to be included among the wealth industry's top performers.
"I am humbled and honored to be recognized by InvestmentNews among this year's Rising Stars. It's a testament not just to my efforts but to the client-first culture and collaborative team at Farther, and I look forward to continuing to help clients manage their financial life with clarity."
This award is a testament to the professionalism and commitment Michael Lee brings to the industry and additionally showcases his desire to maintain his first-rate standards.
For further information, please contact:
Michael Lee, Farther
510-335-8808
michael.lee@farther.com
https://www.farther.com/advisor/michael-lee
About Michael Lee:
Michael Lee is a Principal, Wealth Advisor & Focus Team Lead at Farther, a technology-forward wealth management firm. Based in San Francisco, he works with high-net-worth clients—including entrepreneurs, executives, and families—helping them navigate complex financial landscapes and achieve long-term goals.
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About 2025 IN Rising Stars:
Starting in May, InvestmentNews invited financial advice and wealth management professionals across the country to nominate their most exceptional young talent for the second annual Rising Stars list.
Nominees had to be aged 40 or under (as of October 1, 2025) and be committed to a career in wealth management, with a clear passion for the industry. Nominees were asked about their current role, key achievements, and career goals, as well as the contributions they've made to shaping the industry. Recommendations from managers and senior industry professionals were also taken into account.
The Rising Stars were determined by an independent panel of industry leaders composed of:
- Lindsey Lewis, The American College Center for Women in Financial Services
- Colleen Bell, Cambridge Investment Research
- Charles Failla, Sovereign Financial Group
- Chrissy Lee, Merit Financial Advisors
Source: Farther
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