Eugene Lee
Eugene Lee
Financial Specialist
eugene_lee@pacificadvisors.com
(408) 392-7804
As a financial specialist for public safety professionals, Eugene has worked with many departments across the state of California and Oregon. He has assisted with many individual public safety professionals with tax strategies, financial guidance, retirement planning and deferred compensation issues. He also teaches basic financial strategies for new recruits at the academies.
As your financial specialist, his goal is to build efficient strategies that help minimize your costs and maximize your protection. To do this, Eugene and his team of specialists can ensure that your plan is integrated and coordinated across the many facets of financial services.
Providing financial services is not a goal, it is a process. There are many life changing events that occur in one’s life. From marriage, children, to retirement, your financial balance can change. Eugene helps individuals to become proactive in their financial decisions and prepare for those events.
Eugene has been with Pacific Advisors since 2002. Eugene currently lives in San Jose, CA with his wife Helena. He holds a degree in business marketing from San Jose State University.
In his free time, he enjoys working with kids at his church, golfing, volleyball and snowboarding.
Our Strategic Approach
As your financial specialists, our first job is to help you protect your current position. Then we work with you to create a roadmap for the achievement and protection of your full vision.
We focus on your unique needs and design customized strategies to help meet those needs. Once the plan is clear, we begin to conservatively advance toward it, never taking more risk than necessary to achieve the fulfillment of your narrative.
Our Financial Services
Specializing in Estate Planning, Charitable Planning and Retirement Planning for executives, professionals, and small business owners.
Our Business Services
Employee Benefits, Executive Benefit Planning, Key Person Planning, Qualified Retirement Plans, Deferred Compensation Planning & Buy/Sell and Buy-Out Planning
Our Insurance Services
Life Insurance, Disability Insurance, Long-Term Care Insurance & Group Health Insurance.
COMPLEX OUTCOMES REQUIRE ADVANCED STRATEGIES
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.
DID YOU KNOW THAT 73% OF PEOPLE RANK FINANCES AS THEIR #1 CAUSE OF STRESS?
Click to watch how we can help bring financial balance to your life.
CONFIDENCE BEGINS WITH ORGANIZATION
At Pacific Advisors, we help you get financially organized and make better-informed decisions and practices. You'll get a wide-angle view of your business, personal, and protected finances, allowing you to adapt as your circumstances and desires change. We offer a web tool called the Living Balance Sheet®. This tool makes it easy to recognize the long-term potential of every dollar you earn, so you can make decisions toward achieving improved financial balance.
Registered Representative of Park Avenue Securities LLC (PAS). OSJ: 333 N INDIAN HILL BLVD, CLAREMONT CA, 91711, 909-3991100. Securities products 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. Pacific Advisors is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 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. CA Insurance License Number - 0D82842. 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.