Victor Lee

Financial Services Executive, Financial Planner


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)

English, Chinese-Cantonese, Chinese-Mandarin

As a CFP® and ChFC® designations holder, Victor’s belief is that everyone should plan their financial future. Victor believes that everyone is entitled to a Financial Plan and he customizes his planning approach for each client’s needs. Victor and his clients each commit to find a solution together. He believes in a team environment and has assembled a group of specialists to service his clients’ needs.  Victor’s charter as a Financial Planner is to assist individuals and families to create, grow and protect their assets to provide for a safe and comfortable retirement.  He does this by leveraging the resources of his entire team and solutions from the best and brightest industry leaders to develop and deliver a comprehensive financial strategy.

Bringing financial enlightenment to clients is what excites Victor the most. Victor supports his community and is an avid cyclist, runner, tri-athlete and Ironman.


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