Ka Eun Lee
Financial Advisor | Entrepreneur
- Role
- Financial Advisor at Pacific Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Ka Eun Lee
As a seasoned financial advisor, I believe that money is a powerful tool for achieving…
Experience
Financial Advisor
Aug 2024 — Present · Campbell, CA, US
Our team of experienced financial professionals offers- Financial Planning Services: Creating comprehensive financial plans to manage your investment portfolio- Portfolio Management: Managing your investments to grow your assets and achieve financial success- Investment Advisory Services: Offering competitive investment products and financial planning subscriptionsKa Eun Lee is a Financial Advisor of Park Avenue Securities (PAS). OSJ: 2875 Michelle Drive, Ste 110, Irvine CA, 92606,(90••••••00. Investment advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. One Pacific Financial & Insurance Solutions LLC is not an affiliate or subsidiary of PAS or Guardian. CA Insurance License Number - 0E10838.This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.
Education
Stanford University Graduate School of Business
Executive Program I Stanford LEAD: Corporate Innovation Certificate
2019 — 2020
University of Nevada-Las Vegas
Bachelor of Arts (B.A.), Finance and Financial Management Services
1997 — 2001
Skills
- Fixed Income
- Finance
- Equities
- Portfolio Management
- Start-Ups
- Wealth Management
- Financial Planning
- Series 7
- Leadership
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