David Lee
CRD#: 367320 regulated by FINRA
David Lee is a Wealth Management Advisor with 22 years of experience in high-net-worth financial planning. He is a CFA charterholder with the Chartered Alternative Investment Analyst (CAIA) designation. David actively diversifies client portfolios across cryptocurrency, equities, and real estate, ensuring multi-asset growth. He develops tailored retirement planning strategies to secure wealth across generations. His balanced approach focuses on long-term growth and stability. Building long-term wealth through diversified expertise
David’s approach is rooted in building long-term relationships and providing clear, actionable guidance tailored to each client’s unique goals. Whether it’s retirement planning, investment portfolio design, tax-efficient strategies, or estate planning, he brings a deep understanding of how to align financial decisions with life priorities.
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Wealth Management, Stock and Crypto Investment, Portfolio Management, Risk Mitigation, Real Estate Valuation
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