Financial Advisor Andrew Lee

Andrew Lee - CFS® CRPS

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Independent Financial Advisor

About Andrew



 

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Andrew has been with Money Concepts since October of 1994. As he was transitioning from the Commercial Real Estate Business, he found a passion for and became well educated in the 401(k) market in the booming Silcon Valley. He quickly grew to own and operate his own Financial Planning Center in 1996 with 2 other advisors added to his team. In 1998 Andrew was asked to perform the Regional Directors duties for Money Concepts International, Inc. He developed two full feature open architecture 401(k) PSP plans and two standard open architecture plans that were available through the Money Concepts platform. 

Andrew’s primary focus is on qualified and non-qualified retirement programs, personal and small corporate tax efficiency involving real estate exchange options and unique funding programs. He currently manages and trains 14 planners, with 7 offices throughout California, 1 in Nevada, 2 in Texas and 1 Near Long Island, New York.

The combination of Andrew’s experience, specialized training programs and designations show his commitment to financial education. With his resource team of local, national and international representatives he has the ability to provide quality non-proprietary financial advice to his clients. He also has the independent tools, technology and processes of Money Concepts International, Inc to provide quality, cutting edge financial education to support to his 14 financial advisors around the country though his Home office in San Jose, CA


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Andrew Lee is an independent contractor of Money Concepts
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