
Sylvia Leeemail
Professional Story
Knowledge is the key to a successful financial future.
My background, experience and commitment to providing you with the resources you need to make financial decisions, can help your financial future as successful as you need it to be.
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
Whether it is for protection for oneself or for family: college funding, retirement, disability income, group insurance benefits or long term care, your concerns are mine as well.
I will bring you to a new level of insight, to identify gaps, if present and offer solutions to help fill them with my broad knowledge of inusurance and financial products.
Education
California Polytechnic School, Pomona BS in Finance, Real Estate and Law
Hobbies
Traveling: Cooking: Singing
Affiliations & Memberships
Finra: AAR
Community Involvement
Foothill Unity Center: LA Food Bank: First Evangelical Church Arcadia: Chinese Christian Herald Crusades
Languages: English, Chinese-Cantonese, Chinese-Mandarin
Specialties:Insurance Strategies, Investment Strategies, Retirement Income Planning, College Funding Strategies, Group Benefits
Check the background of this investment professional on FINRA's BrokerCheck