Anthony Lee*
Investment Advisor Representative
QUALIFICATIONS:
- FINRA Series 6, 63, 65
- Life and Health Insurance, including Annuities, Long Term Care and Disability, and Fee Based Financial Planning available
- CA Insurance License #0G95527
EXPERIENCE:
Cambridge Financial Partners LLC
Financial Advisor, 2014 - Present
New York Life Insurance Company
Financial Services Professional, 2012 - 2014
PERSONAL:
Growing up in a law enforcement family, Anthony witnessed the importance of planning. Anthony has placed an emphasis on educating individuals in the Public Safety Sector on how their current benefits work as well as how they may tie into one's retirement. Anthony is passionate about helping those in the Public Safety Sector understand the unique decisions necessary for a successful work and retirement life.
Anthony lives in Newport Beach with his wife, Ashley. In his spare time, Anthony enjoys outdoor activities, traveling, playing golf, and spending time with his family and friends.