Edward Lee is a Wealth Management Advisor with Northwestern Mutual, specializing in developing enduring client relationships to achieve financial security. A graduate of UCLA with a CASL® designation, he focuses on personalized solutions for personal, family, and business needs, holding certifications like Certified Financial Planner (CFP®).
Beyond his professional endeavors, Edward maintains a strong connection to his alma mater, UCLA, which is listed among his primary interests. He is passionate about guiding individuals and businesses towards their financial goals, demonstrating a deep commitment to his clients long-term success and peace of mind.
Edward is currently spearheading his firms expansion in the Inland Empire with the opening of a new flagship office in Corona.
Edward Lee, CLU®, ChFC®, CASL®, AEP®, CFP®
Wealth Management Advisor at Northwestern Mutual Financial Network
Corona, California, United States
Overview
Topics They Care About
Holistic Financial Planning
His mission is to provide expert guidance for a lifetime of financial security, helping clients define and achieve their long-term goals.
Business Expansion
He recently announced his firm's expansion in the Inland Empire, including a new flagship office in Corona, and is actively recruiting new talent.
Proactive Savings
He frequently advises on the importance of building emergency funds and creating plans for unexpected savings like tax refunds to achieve larger goals.
Media Appearances
Edward has no verified media appearances
Work History
11-2007
Wealth Management Advisor at Northwestern Mutual Financial Network
Education
1993 - 1998
BA from UCLA
2011 - 2012
CASL® from The American College of Financial Services
More Information
Social Presence :
Prographics :
Exp : 18
Location : Corona, California, United States
Job Level : N/A
Designation : Wealth Management Advisor at Northwestern Mutual Financial Network
