Albert J. Sungemail
Professional Story
Albert Sung joined Lenox Advisors in 2021 as an Associate in our Los Angeles office. His clients consist of corporate executives and high net worth individuals in the pharmaceutical, biotechnology, and media industries. Albert specializes in wealth management, estate planning, and corporate benefits. He provides his clients with comprehensive financial strategies and offers guidance to help them reach their financial goals.
Albert currently holds his FINRA Series 7 and 66 securities licenses.
Education
University of Southern California (2011-2015)
Hobbies
Barbecuing, snowboarding, martial arts
Languages: English, Chinese-Mandarin
Specialties:Insurance Strategies, Investment Strategies, LGBTQ, Retirement Income Planning, Retirement Strategies, Charitable Giving, Risk Management Strategies, Estate Planning, Financial Education, Business Owners, College Funding Strategies, Group Benefits, Business Succession Planning
Check the background of this investment professional on FINRA's BrokerCheck