Broker Check
Charles Lee

Charles Lee

Implementation Specialist

What do you enjoy about your role? 

I enjoy being a valuable resource and help for not only our clients but our team as well. I enjoy helping our clients reach their goals of financial independence and stability.

What do you think constitutes success?

I believe success is constituted by the amount of people you can help and leave a positive influence on. Success can also be measured by personal happiness and personal financial growth.

What do you enjoy outside of work?

Outside of work my favorite hobbies/activities include: Rock climbing/bouldering, vintage clothing, flea markets, and spending quality time with family & friends.