Howard Lee

Senior Financial Planner

22+

Years Advisory Experience

180+

Business Clients Served

$60MM+

Tax Savings Generated

Howard Lee is a highly experienced financial services professional who has been providing small business owners and high-net-worth individuals with comprehensive wealth creation plans for over 22 years. He assists his clients in each step of the process of organizing their assets and analyzing any gaps between human and financial capital. Howard excels in designing completely customized strategies to meet each client’s specific goals, especially in advanced retirement, executive benefits, and estate planning.

Through well-engineered estate preservation plans and management of over $280 million in life insurance assets, Howard understands the client’s need to ensure that their loved ones are protected, and their financial legacy is continued. For small business owners, he develops enhanced benefits packages, including pension plans, profit sharing, and insurance policies to help companies retain high caliber employees through to retirement.

Howard has received recognition throughout his career for the quality and integrity of his services. He has achieved Lifetime Member, Court of the Table status in the Million DollarRound Table, the premier association for finance professionals.

Previously, Howard worked for ten years in international communications, facilitating translation and communication procedures for some of the top steel engineering companies in Germany, including Mannesmann Demag, Thyssen, and Krupp Steel Works. He also acted asa communication specialist on multiple billion-dollar projects for German metallurgical firms.In addition to being fluent in German, Howard also speaks fluent English and Korean.

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