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As a Managing Director of KWM Wealth Advisory, Lee focuses on investment management, estate investment planning and preservation. He works closely with your tax and legal advisors to deliver a service-first holistic approach designed to save clients’ time. An Economics graduate from San Diego State University (CSUSD), Lee began his financial services career in 1995.
A native of Southern California, Lee is a competitive basketball player, which he enjoys sharing with his two sons.
CA Insurance License Number: 0B63173. Resident State CA.
Despite market volatility and economic uncertainty, clients can pursue their financial objectives and enjoy a “Life Well Lived.”
Many people find that having an independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and the market.
Discover how KWM Wealth Advisory’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.