
KHINGHOU LEEemail
101 Montgomery Street, Suite 600
San Francisco, CA 94104
Professional Story
My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs.
I offer a broad portfolio of individual insurance protection, asset accumulation strategies, and financial products and services for high net worth families, businesses, and institutions.
I also offer total financial needs analysis, including access to trust services, through a network of experienced professionals with detailed knowledge in:
- Advisory services Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
I am committed to building long-term relationships with my clients and helping them reach their goals is my number one priority. Drawing on my knowledge, experience, and world-class tools, I help build financial freedom for my clients.
Languages:
- English
- Chinese – Mandarin
- Chinese – Cantonese
- French
Credentials:
- MS
Specialties:
- Insurance Strategies
- Investment Strategies
- Business Owners
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Group Benefits
- Risk Management Strategies
- Estate Planning
- Business Succession Planning
- Charitable Giving
Check the background of this investment professional on FINRA’s BrokerCheck
See KHINGHOU’s Licenses and DisclosuresConnect with KHINGHOU
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