Meet Christine Lee
‘I am a Financial Adviser with Eagle Strategies, LLC (Registered Investment Adviser), and a New York Life Agent, a fortune 100 company. As an Agent of New York Life, I have exclusive access to the Advanced Planning Group – a premier planning team at New York Life Insurance Company with experience in law, accounting, insurance and business planning. My access to these resources allows me to bring experience, value and insight to assist you with your business and estate planning needs. I serve and have insight consulting on estate and business plans at all levels of wealth. I have worked with clients in portfolio management, providing unbiased fee based financial planning, and implementing full asset protection plans.
In addition, I have background in setting up pensions and qualified plans for maximum tax deductions for business owners.’
New York Life helps clients to identify & prioritize their financial objectives and assist them to take action:
-Simple to advanced financial planning
-Retirement planning
-Estate planning
-Asset protection
-Tax saving strategies
-Defined Benefit / Pension set up
-Wealth management
-Life Insurance
-Risk management
‘In addition to a Financial Adviser offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, I am also licensed as an Agent with New York Life Insurance Company “CA Insurance Lic. # CA0E53707 and a Registered Representative for NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency and a New York Life company. ‘
801 N. Brand Blvd., Penthouse, Glendale, CA 91203
(818)662-7553
www.christinelee.nylagents.com
LinkedIN, www.linkedin.com/in/chirstinelee
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Helping Individuals & Businesses Protect, Preserve and Accumulate Hard Earned Assets/Capital through Customized Wealth Strategies.
“I AM PASSIONATELY AND PURPOSEFULLY COMMITTED TO INCREASING THE STANDARD OF LIVING AND THE QUALITY OF LIFE FOR EVERYONE I WORK WITH THEIR FAMILIES AND THEIR FRIENDS. JOIN ME IN DOING WHAT YOU LOVE TODAY.”
Christine Lee (aka: Chin K. Sung), Ph.D., ChFC, LUTCF
Financial Adviser
Eagle Strategies LLC
New York Life Insurance Company
Agent, CA Insurance Lic. #0E53707
Registered Representative for NYLIFE Securities LLC (member FINRA/SIPC)
801 N. Brand Blvd, Penthouse, Glendale, CA 91203
(818) 662-7552/7553 (B); (818) 662-7695 (F)
www.christinelee.nylagents.com
www.nyladvisors.com for Trusted Advisors
http://bcove.me/tlgb7un8 for high net worth Intellectual Property video