Broker Check

Gerald Lee

Financial Representative 

gerald_lee@pacificadvisors.com 

(323) 982-4112

Philosophy:

Gerald’s clients recognize his proven ability to help them envision a superior financial future, then help them, step by step, build towards that future. He does this by showing them a clear picture of where they are today, and listening to their concerns for the tomorrow. By recognizing their desires and spotting the things that must change, he can help them build financial wealth as they create richer lives for themselves and their families.

Specialization:

Many of Gerald's clients are medical professionals; most of whom founded and now run their own businesses. While they are in many different specialties, they share a belief in the future and in their respective abilities to influence that future. As business people, they realize the value getting quality help, which is why many of them rely on Gerald to help them with their financial futures.

Success:

With a career spanning over 13 years, Gerald has seen his clients during the highs and lows. His financial services career began shortly after leaving college. By applying sound financial principles in his own life, he has been able to see firsthand the power of a solid and secure investment strategy. Now, many years later, he continues to share that philosophy with his clients.

Background:

Born in Santa Monica California, Gerald moved to Northridge CA with his parents at the age of 5. He holds a degree in economics from University of California, Santa Barbara and currently lives in downtown Los Angeles.

Commitment to Education:

Gerald invests first in himself. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy can be of optimum value to his clients. In addition to his degree in economics and meeting the base requirements for his industry, Gerald has completed 3 of 6 CFP courses and expects to be certified by the end of 2012. Each of these additional levels of education, some taking several years to attain, enable Gerald to better serve the needs of his diverse client base.

PATH OF CONFIDENCE ™ 

A good life in any moment is simple to enjoy; a good life for the rest of our lives requires a plan. 

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ENTERPRISE FINANCIAL STRATEGIES 

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. 

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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. Not practicing JD for Guardian or its subsidiaries or affiliates. CA Insurance License Number - 0C75063. 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.