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MassMutual financial professional.

Victor Leeemail

MassMutual Northern California

6701 Koll Center Parkway, Ste 140
Pleasanton, CA 94566

  • Professional Story

    As a CFP® and ChFC® designations holder, Victor champions the philosophy that everyone should plan their financial future. He approaches each client's financial journey with a tailored strategy, reflecting his/her unique aspirations. Collaboration is at the heart of his practice—clients and specialists join forces to forge tailored solutions.

    Victor's mission extends beyond financial growth, aiming to secure a future marked by safety and comfort through retirement. The synthesis of his team's expertise and insight culminates in a robust financial blueprint. Victor's passion lies in empowering clients with financial wisdom.

    Beyond his professional sphere, he is deeply rooted in his community, embracing the vigor of an athlete dedicated to Full Marathon running 26.2 miles and the disciplined challenge of Ironman(2.4m swimming, 114m cycling and 26.2m running within the cut off time 17 hours).

    As an Ironman competitor trains rigorously to build endurance, Victor believes individuals must also 'train' their finances to endure through various life stages and economic conditions. This involves holistic and careful planning, much like his approach to assisting clients in creating, growing, and protecting their assets.  His holistic strategy is designed to harmoniously align all his clients’ financial aspects in order to give his  clients financial confidence peace of mind while helping them achieve their financial and life goals.

     

    Check the background of this investment professional on FINRA's BrokerCheck: http://brokercheck.finra.org/

    Victor Lee, CA Life Insurance License #0F77302, domiciled in CA.

    DISCLOSURES and LICENSING: https://northerncalifornia.massmutual.com/about-us/licenses

    Education

    Kaplan University

    Hobbies

    IronMan, Involved in Triathalons, Marathon

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

  • Credentials:
    • CFP®
    • ChFC®

  • Specialties:
    • Insurance Strategies
    • Financial Education
    • Investment Strategies
    • Retirement Strategies
    • Risk Management Strategies
    • Business Owners
    • Retirement Income Planning
    • Group Benefits
    • Estate Planning
    • Business Succession Planning
    • Charitable Giving
    • College Funding Strategies
    • LGBTQ
    • Financial Planning ®
    • Special Care


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

See Victor’s Licenses and Disclosures

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