Anthony Lee*
Investment Advisor Representative
QUALIFICATIONS:
- FINRA Series 65, 6, 63
- Life and Health insurance, including Annuities, Long Term Care and Disability
- 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. For the past seven years, 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.