Edward Lee, CLU®, ChFC®, CASL®, AEP®, CFP®

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.