Biography

Jim Lee

James H. Lee is an award-winning financial advisor with over 30 years of experience. He is also the founder of StratFI, a boutique investment advisory firm that focuses on “what happens next.”

In his new book, Foresight Investing: A Complete Guide to Finding Your Next Great Trade, Jim finds amazing opportunities in the emerging technologies of tomorrow, including the internet of things (IoT), augmented reality, cryptocurrencies, automation, artificial intelligence, longevity science, and new sources of energy

In his first book, Resilience and the Future of Everyday Life, published shortly after the 2008-2009 financial crisis, Jim outlined generational strategies for dealing with economic uncertainty. Resilience anticipated the rise of the local foods, the “gig economy”, a boom for craft and artisanal goods, upcycling, the tiny-home movement, alternative currencies, gender blending, co-working, and home/ride sharing platforms.

Jim has been quoted by The Wall Street Journal, USA Today, The News Journal, Financial Planning, and Technical.ly. His articles have been printed by the AARP, Investopedia, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist.

A popular keynote speaker on trends, Jim has presented to audiences in the U.S. and abroad, covering a range of topics related to the future.

He is an active member of the Association of Professional Futurists and holds multiple professional certifications:

  • Certified Financial Planner (CFP®)
  • Chartered Financial Analyst (CFA)
  • Chartered Market Technician (CMT)

Jim graduated with a B.A. in Economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake. In his free time, Jim enjoys biking and cooking with his wife Stephanie.

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