Insurance Strategies, Business Owners, Retirement Income Planning, Retirement Strategies, College Funding Strategies, Charitable Giving, Group Benefits, Business Succession Planning, Risk Management Strategies, Estate Planning, Financial Education
I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement planning, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.
A native of San Luis Obispo, Lee attended both Cuesta College, where he played baseball, and Cal Poly San Luis Obispo where he played lacrosse, was a member of Beta Theta Pi fraternity, and graduated from the College of Agriculture with a Business Marketing degree. From there it was into the wine business where Lee held positions in sales, marketing, and winery leadership roles. As family life roared in with twins, Lee chose a new career that could reduce time away from the family and truly help clients and joined Mass Mutual as an Advisor.
“After a rewarding career in wine, I really wanted to take my passion of helping clients to a new level. Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.”
In his free time, Lee can be found biking, hiking, coaching the twins’ teams, rooting on the Giants and 49ers, judging wine, and crafting things with a laser.
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Cal Poly San Luis Obispo 1989-1993
Coaching my twins sports teams
crafting with laser
St. Ignatius Loyola Parish of Sacramento
East Sacramento Chamber of Commerce
Arden Little League, St Ignatius Soccer Club