Meet Your #ChooseQuality
Financial Adviser Representative

Lee offers impartial financial advice that is in the clients’ interest instead of providing unbiased advice that is unduly influenced by his business/insurer partners’ sales quotas or higher commissions.
We have stuck to this principle from day one so that our clients benefit fully from impartial advice and put in place the best-suited financial plans.

With over a decade of experience in the finance industry, Lee has a wealth of knowledge and expertise that he brings to every client interaction. He has helped individuals and families achieve their financial goals and has earned a reputation as the go-to financial adviser for his clients.

What sets Lee apart is his ability to simplify complex financial concepts and make them easy to understand for his clients. As Lee believes that "Education is a Powerful Medicine", he is committed in educating his clients on all aspects of personal finance and takes the time to explain the pros and cons of different options in the market with no biasness to any of his business/ insurers partners. He empowers his clients to make informed financial decisions that are in line with their goals and ideals.

Lee is also known for his exceptional customer service. He has a team of dedicated professionals who work with him to provide his clients with the highest level of support and guidance. He believes in building strong, long-lasting relationships with his clients.

Lee is currently managing portfolio of clients from the US, China, India, Italy, Japan and ASEAN profiles. 

李提供的是符合客户利益的公正理财建议，而不是被他的业务/保险公司合作伙伴的销售配额或高佣金所过度影响的有偏见的建议。作为一家理财顾问公司，我们从一开始就坚持这一原则，使我们的客户能够完全受益于公正的建议，并制定最适合的理财计划。

凭借在金融行业超过十年的经验，李拥有丰富的知识和专业技能，并将这些带到每一次与客户的互动中。他帮助了个人和家庭实现他们的财务目标，并赢得了高净值客户的首选财务顾问的声誉。

李的与众不同之处在于他能够简化复杂的金融概念，使客户容易理解。因为李相信“教育是一剂强有力的药方”，他致力于在个人理财的各个方面教育客户，并花时间解释市场上不同选项的优缺点，而不偏袒任何商业或保险公司合作伙伴。他赋予客户做出符合其目标和理想的明智财务决策的能力。

李还以其卓越的客户服务而闻名。他有一支敬业的专业团队，与他一起为客户提供最高水平的支持和指导。他相信与客户建立强大且持久的关系。

李目前管理着来自美国、中国、印度、意大利、日本和东盟的客户组合。