Driven to be the kind of financial professional that his clients deserve, Mr. Lee became an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor.
SAN MATEO, CA, June 23, 2022 /24-7PressRelease/ -- Ryan Lee has been included in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Driven to be the kind of financial professional that his clients deserve, Mr. Lee became an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor through the College for Financial Planning. In 2000, he began his career as a financial advisor for Ameriprise Financial Services LLC, with which he remains to this day. For more than 20 years, he has helped his clients preserve and grow their wealth by thoughtfully analyzing financial changes and applying strategic adjustments over time for clients' plans and investments. By simplifying the complex, Mr. Lee helps his clients make better financial decisions.
An expert in his field, Mr. Lee earned a Bachelor of Arts in biological studies from the University of California, Santa Barbara. Outside of his primary work, he devotes himself to those less fortunate and his community as a volunteer martial arts instructor, and to such organizations as Project Naomi, Habitat for Humanity and Raphael House. Throughout his career thus far, Mr. Lee has achieved much success, including being ranked at #57 on Barron's Top 100 Private Wealth Management Teams in 2021, and also ranked at #94 on Barron's Top 100 Private Wealth Management Teams in 2022.
In a career that has been filled with highlights, Mr. Lee is honored to have helped a plethora of clients achieve financial independence. Within the coming years, he intends to expand his ability to help more clients realize financial confidence and experience a more meaningful – "what's next."
About Marquis Who's Who®
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Today, Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. Marquis® now publishes many Who's Who titles, including Who's Who in America®, Who's Who in the World®, Who's Who in American Law®, Who's Who in Medicine and Healthcare®, Who's Who in Science and Engineering®, and Who's Who in Asia®. Marquis® publications may be visited at the official Marquis Who's Who® website at www.marquiswhoswho.com.
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