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  • Professional Story

    Brian is the General Agent of MassMutual Greater Los Angeles, which provides professional insurance and financial services to clients throughout the United States. Under Brian’s leadership since 2012, the agency has rapidly expanded its footprint and developed amazing growth in sales results. The agency's achievements include:

    • GAMA International's International Management Award Diamond, 2013-2020
    • Silver Chairman’s Trophy Bowl, 2014
    • Silver Agency Brokerage Bowl, 2015

    Brian entered the life insurance business in May 1996 with Penn Mutual Life. He quickly established himself as a developing leader in personal production and in sales management.

    In August 2002, MassMutual’s Northern California General Agent Bob Fakhimi recruited Brian as his first Chinese Sales Manager. He was instrumental in helping grow the agency’s Net Field Force and Sales Production. Brian’s accomplishments while at that agency included:

    • GAMA International Frontline Leader Award Gold, 2007-2012
    • GAMA International Frontline Leader Award Silver, 2003-2006
    • Sales Manager of the Year, 2008
    • Management Council Qualifier, 2004-2011
    • Member of Sales Manager Advisory Board, 2007-2012
    • Member of Next Generation Group, 2009-2012
    • Leading Sales Manager with “Rising Leader” Qualifiers

    As a leading manager in multicultural markets, Brian has developed financial professionals with diverse ethnic backgrounds including Chinese, Asian-Indian, Hispanic, African American, Japanese, Korean, Vietnamese, Pilipino, Russian, and Armenian. Brian strives to serve clients in the language they understand best. His highly trained agents are able to translate the complexities of insurance into understandable concepts.

    Brian has earned the ChFC (Chartered Financial Consultant) designation and is a CFP® (Certified Financial Planner) certificate and holds a Life, Health, Property & Casualty Insurance license and FINRA Series 6, 7, 24, 53 and 63 securities licenses.

    Brian Lee, domiciled in California, CA Insurance License #0B79899

    Brian is committed to make every year the best year ever.

  • Languages:
    • English
    • Chinese – Mandarin
    • Chinese – Cantonese

  • Credentials:
    • ChFC®
    • CFP®

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Business Owners
    • College Funding Strategies
    • Retirement Income Planning

  • Online Services

Check the background of this investment professional on FINRA’s BrokerCheck

See Brian’s Licenses and Disclosures

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