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Victor Lee

Financial Services Representive, Financial Planner

CFP®, ChFC®

Professional Story

Insurance Strategies, Financial Education, Investment Strategies (Reg. Reps Only), Retirement Strategies, Risk Management Strategies, Business Owners, Retirement Income Planning, Group Benefits, Estate Planning, Business Succession Planning, Charitable Giving, College Funding Strategies, Lesbian, Gay Bisexual, Transgender, Questioning (LGBTQ), Financial Planning ® , Special Needs (ChSNC Required)

English, Chinese-Cantonese, Chinese-Mandarin

As a CFP® and ChFC® designations holder, Victor champions the philosophy that everyone should plan their financial future. He approaches each client's financial journey with a tailored strategy, reflecting his/her unique aspirations. Collaboration is at the heart of his practice—clients and specialists join forces to forge tailored solutions.

Victor's mission extends beyond financial growth, aiming to secure a future marked by safety and comfort through retirement. The synthesis of his team's expertise and insight culminates in a robust financial blueprint. Victor's passion lies in empowering clients with financial wisdom.

Beyond his professional sphere, he is deeply rooted in his community, embracing the vigor of an athlete dedicated to Full Marathon running 26.2 miles and the disciplined challenge of Ironman(2.4m swimming, 114m cycling and 26.2m running within the cut off time 17 hours).

As an Ironman competitor trains rigorously to build endurance, Victor believes individuals must also 'train' their finances to endure through various life stages and economic conditions. This involves holistic and careful planning, much like his approach to assisting clients in creating, growing, and protecting their assets.  His holistic strategy is designed to harmoniously align all his clients’ financial aspects in order to give his  clients financial confidence peace of mind while helping them achieve their financial and life goals.

 

Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

Victor Lee, CA Life Insurance License #0F77302, domiciled in CA.

DISCLOSURES and LICENSING: https://northerncalifornia.massmutual.com/about-us/licenses

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CRN202703-6024828

Check the background of this investment professional on FINRA's BrokerCheck

Personal Story

Kaplan University

IronMan, Involved in Triathalons, Marathon

MassMutual Northern California

6701 Koll Center Parkway, Ste 140 Pleasanton, CA 94566
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MassMutual Northern California Office