Experienced producing member of senior management with a demonstrated history of working in the investment management industry. Strong professional skilled in Wealth Management, Investment Strategies, Retirement Planning, Insurance, and Various Asset Classes including Alternative Investments.
Paul Lee
Wealth Manager
Kingswood Group
United States, California, Irvine
About Me
Profile Information
Wealth Manager
Kingswood Group
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Irvine
California
United States
Aug 19, 2025
Work Experience
Kingswood Group
Wealth Manager Nov 2021 - Present
Email: paul.lee@kingswood-group.com
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