About Gerald

Gerald Lee, Esq. has dedicated his life to learning the ins and outs of the financial and legal industries so he can provide the best quality of service to his clients.

Gerald was born and raised in the Los Angeles area. After graduating from University of California, Santa Barbara with a degree in economics, he has since garnered nearly 20 years of experience in the financial industry as a licensed financial advisor. Gerald has also passed the California bar exam and continues to advance his education through new licenses and designations.

Gerald specializes in working with medical professionals and business owners and is a master of finance and law for the various needs of his clients.  As a business owner himself, he understands the value of a mutually beneficial partnership and strives to exceed the expectations of each of his clients. Gerald does this by evaluating the current situation, envisioning a clear future, making a step-by-step action plan, and executing that plan to build the financial wealth necessary to create richer lives for each client and their families.

In his free time, Gerald enjoys golf, playing poker, and spending time with his daughter. He is also heading a bible study for single parents at his church and loves getting to know his community better through local events.

He looks forward to expanding his diverse client portfolio and encourages you to reach out to discuss how he can customize his services to fit your needs.