Leesa Lee
What if your financial life felt organized, intentional, and future-proof—within the next quarter?
- Role
- President at Elevate Planning
- Location
- Austin, TX, US
- LinkedIn followers
- 500 followers
About Leesa Lee
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Experience
President
Apr 2019 — Present · Austin, TX, US
Elevate is a team of wealth management professionals that help our clients create a financial symphony by establishing an integrated financial plan that addresses all areas of personal finance—cash-flow management, establishing spending plans, providing investment guidance, and creating a future plan. We prevent the expansion of inefficient products and strategies that have damaged the financial security of the American public. Our specialization is securing our client’s future within planning, investments, and insurance. We help our clients avoid financial gaps by addressing the full spectrum of their financial past, present, and future.
Education
Oklahoma City University School of Law
Law
1999 — 2000
Oklahoma State University
Bachelor of Science (BS), Psychology
1988
Skills
- Iras
- Disability Insurance
- Recruiting
- Life Insurance
- Finance
- Long-Term Care
- Financial Services
- Mutual Funds
- Risk Management
- Talent Acquisition
- Estate Planning
- Development
- Retirement
- Fixed Annuities
- Health Insurance
- Term Life Insurance
- Retirement Planning
- Long Term Care Insurance
- 401k
- Insurance
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