Dr. Lee, Ph. D in Finance, believes that Americans are plagued by three permanent financial threats: inflation, taxes, and lack of knowing what is out there now to help solve both.
Finance is such a massive field. With so many competing forces and disconnected investment options. Perhaps what is toughest for the average individual and business owner when developing a financial strategy is understanding what matters, and when to worry about it.
Dr. Lee’s professional mission is to partner with his clients to achieve their financial ability to live a good life for their whole life, while establishing a meaningful head start for their children with both assets and financial education.
The opportunity Dr. Lee brings to his clients is providing them access to both the specialized brain trusts and the types of strategies that are otherwise reserved for the very wealthy. Coming from humble beginnings, Dr. Lee enjoys working with the salt of the earth. His passion is educating American families on all the different ways money works against them – so they can then see all the different ways money can work for them.
Before moving to private practice in wealth management, Dr. Lee taught finance at Florida International University and Ohio Northern University. His research interests include currencies, monetary policy, and global risk. Dr. Lee (2018) shows that the raw currency returns from the portfolio carry trade predict returns to the MSCI World© Equity Index.
Complex strategies require advanced strategies, complex coordination, and specialized knowledge. At Pacific Advisors, we have implemented some of the most effective strategies for advanced asset protection and transfer, as well as maximization of assets and income. To accomplish this, we bring together your trusted professionals and our team of specialists to design strategies optimized for your unique situation.
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Optimizing the financial strategies of your business is one of the most powerful things you can do to secure life-long financial sufficiency and your legacy. We work with owners at all stages of the business lifecycle, from assisting the new business owner with establishing a sound financial foundation to helping ensure smooth business succession and transition into retirement.
Derek-Dion Lee is a Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 200 SW Market Street, Suite 1850 Portland, OR 97201 Phone 503-221-1226. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Pacific Advisors is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through One Pacific Financial & Insurance Solutions LLC, DBA of Pacific Advisors LLC. Pacific Advisors LLC is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. This material is intended for general use. By providing this content Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or otherwise act in a fiduciary capacity.