Lee Michael Murphy

About Lee Michael Murphy

Thank you for connecting with me!Please reach out to me if there is anyway I can help. My name is Lee Michael Murphy, I’m the host of an award winning career and money focused podcast called The Free Retiree Show, and a wealth manager who helps individuals and companies with their retirement planning a financial advisor goes far beyond setting up clients with a well diversified investment portfolio. It’s about giving your clients guidance through the good and bad times, understanding your client’s experiences and feelings surrounding money management, and caring about your client’s dreams as much as they do.The biggest impact on an individual’s financial success isn’t about finding the perfect investment allocation. It’s about understanding one’s financial behavior and habits surround their finances, and avoiding bad decisions and habits that don’t coincide with financial science. Being a financial profession allows me to be with clients every step of the way until they obtain their financial goals.Open communication and honesty are the foundation of the relationships I have with my clients. Helping clients avoid costly financial mistakes by having the courage to tell them when their reasoning is misguided, and being honest with myself and acknowledging that my industry full of too good to be true products, promises, and solutions are a huge part of the problem. I embrace that there is no such thing as the magic investment, but through prudent financial advice based off financial science I can help clients accomplish their goals.The right mindset and habits makes all the difference. It helps people make better decisions that leads to them achieving financial success. Giving themselves and their families amazing lives full of limitless opportunities. Their goals are my goals, that is an honor that I will never take for granted. Highlights & Expertise:Independent fiduciary Cash flow management Expertise in asset based investingCustomized plans that help individuals and families accomplish their financial goalsUtilizing academic based financial research to help clients achieve financial successBucket strategy investing Distribution strategist Tax mitigation strategies for retirement plan accountsSecurities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Lee Michael Murphy registered in AZ, CA, FL, NV, OH, OR, WA, and WI

Experience

1. Wealth Manager with Osaic Wealth

   Osaic

   Jun 2024 — Present · San Jose, CA, US

Education

• San José State University

  Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

  2003 — 2008