Steven Lee, Ph.D.

George James & Associates

Currently, I am a lecturer in the Department of Finance, Real Estate and Law at California State Polytechnic University, Pomona.  I maintain a small financial consulting practice and am an arbitrator with the Financial Industry Regulatory Authority.​

Previously, I was the Sievert-Sternberg Doctoral Research Fellow at The American College of Financial Services where I earned my Ph.D. in Financial and Retirement Planning. ​

In 2019, my paper, “Victim Characteristics of Investment Fraud” won the best paper award in risk management and insurance at the Certified Financial Planner Board of Standards’ Academic Research Colloquium.

Conference Sessions

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