Planning and Impact Advisor

Krystal Lee (she/her) joins the client advisory team at Figure 8 as Advisor for Planning and Impact. She greatly values all people, the planet, and sustainability for future generations. Her unique blend of introversion and extroversion finds perfect expression in financial planning, where she enjoys balancing analytical precision with interpersonal connections.

Krystal is an experienced financial planning specialist with a strong analytical mindset and a proven track record in process improvement. Over the course of her career, she has worked across a range of industries, including alternative energy, automotive, banking, medical devices, and semiconductors. With a background in both engineering and banking, Krystal has developed a unique ability to integrate technical knowledge with financial expertise, all while maintaining a passion for working with both people and numbers.

Prior to joining Figure 8, Krystal served as the Director of Financial Planning at a Portland-based investment firm, where she has helped guide strategic financial decisions and foster strong client relationships. She holds an MBA from the University of New Mexico and a Bachelor of Science in Industrial Engineering from New Mexico State University.  In addition to her qualifications, Krystal is a Certified Financial Planner™ (CFP®) and holds a Certificate in ESG Investing from the CFA Institute, blending her financial acumen with a deep commitment to responsible and sustainable investing. 

Krystal is deeply involved in the Portland community and industry leadership. Her professional engagement extends to memberships in Professional Women in Investment Management (PWIM), Financial Planning Association (FPA) of Portland & SW Washington, and Women in ETFs (WE). She also serves on the board of Commercial Real Estate Women (CREW) Portland.

Outside the office, Krystal embraces an active lifestyle as a fair-weather cyclist, hiker, and skier. Her year-round passions include flamenco dancing and spending quality time with her husband and dog, the inimitable Dolce.