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Paul Lee

Wealth Manager

Kingswood Group

United States, California, Irvine

About Me

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.

Profile Information

Wealth Manager

Kingswood Group

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Irvine

California

United States

Feb 22, 2025

Work Experience

Kingswood Group

Wealth Manager
Nov 2021 - Present
Email: paul.lee@kingswood-group.com

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