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MassMutual financial professional.

Reagan Leeemail

MassMutual Northern California - San Francisco

101 Montgomery Street, Suite 600
San Francisco, CA 94104

  • Professional Story

    Preparing for the next step in life isn’t always easy.

    Whether your goals include preparing for milestone life events like retirement or college, protecting your family's future or you’re simply looking for life, disability income or long-term care insurance protection, I promise a new level of attention, insight and capability.

    Knowledge is the key to a successful financial future.

    I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

    Along with a team of professionals, I offer guidance to my clients to help them reach their financial goals. I can provide comprehensive financial strategies and/or focus on one specific area of need.

    I work closely with my clients and can also work with you. I will help you:
    • Define your personal financial goals
    • Develop a financial strategy that can help you achieve these goals
    • Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
    • Implement your strategy with products and services that help meet your needs.

     

    Education

    San Francisco State University (1986-1990)

    Community Involvement

    Rotary Club of San Francisco Chinatown
    Chinese Real Estate Association of America

  • Languages:
    • English

  • Credentials:
    • CPA*

  • Specialties:
    • Insurance Strategies
    • Investment Strategies
    • Student Loan Refinancing
    • Business Owners
    • Retirement Income Planning
    • Retirement Strategies
    • College Funding Strategies
    • Charitable Giving
    • Group Benefits
    • Business Succession Planning
    • Risk Management Strategies
    • Estate Planning
    • Financial Education

  • Online Services

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