As a Managing Partner of KWM, 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 client’s time and to provide them with complete financial confidence. 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 achieve their financial objectives and enjoy a “Life Well Lived.”
Many people find that having a trusted independent advisor can provide financial confidence — by clarifying economic complexity, navigating through turbulent markets, and providing a buffer between them and changing times.
Discover how KWM’s extraordinarily personalized approach to investment planning and management can help you on the road to a Life Well Lived.