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Leesa Lee Email & Phone Number

Do you want to be rich, or do you want to be absolutely certain that you will never be poor? at Elevate Planning
Location: Austin, Texas, United States 5 work roles 2 schools
1 work email found @ft.newyorklife.com 3 phones found area 832 and 682 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 3 phones

Work email l****@ft.newyorklife.com
Direct phone (832) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Elevate Planning
Role
Do you want to be rich, or do you want to be absolutely certain that you will never be poor?
Location
Austin, Texas, United States

Who is Leesa Lee? Overview

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Quick answer

Leesa Lee is listed as Do you want to be rich, or do you want to be absolutely certain that you will never be poor? at Elevate Planning, based in Austin, Texas, United States. AeroLeads shows a work email signal at ft.newyorklife.com, phone signal with area code 832, 682, and a matched LinkedIn profile for Leesa Lee.

Leesa Lee previously worked as President at Elevate Planning and Managing Associate at White Rhino Financial. Leesa Lee holds Bachelor Of Science (Bs), Psychology from Oklahoma State University.

Company email context

Email format at Elevate Planning

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*@ft.newyorklife.com
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AeroLeads found 1 current-domain work email signal for Leesa Lee. Compare company email patterns before reaching out.

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Profile bio

About Leesa Lee

Have you insured your IRA? Did you know you could do that?Schedule a complimentary consultation with my team today:https://calendly.com/leesalee/consultCan you maintain your current spending in retirement?Maintaining your current spending in retirement depends on careful financial planning and a realistic assessment of your future income sources and expenses. Here's how we can help:• Guaranteed Income: Secure a steady stream of income that won't run out.• Tax Reduction: Implement strategies to minimize your tax burden.• Retirement Savings: Optimize your savings to ensure they last.• Legacy Planning: Ensure your wealth is passed on according to your wishes.• Inflation Protection: Plan to maintain your purchasing power over time.• Lifetime Income: Create an income plan that you can’t outlive.

Listed skills include Insurance, Retirement, Retirement Planning, Financial Services, and 14 others.

Current workplace

Leesa Lee's current company

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Elevate Planning
Elevate Planning
Do you want to be rich, or do you want to be absolutely certain that you will never be poor?
AeroLeads page
Company profile
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5 roles

Leesa Lee work experience

A career timeline built from the work history available for this profile.

President

Current
Elevate Planning

Elevate is a team of wealth management professionals that help our clients create a financial symphony by establishing an integrated financial plan that addresses all areas of personal finance—cash-flow management, establishing spending plans, providing investment guidance, and creating a future plan. We prevent the expansion of inefficient products and strategies that have damaged the financial security of the American public. Our specialization is securing our client’s future within planning, investments, and insurance. We help our clients avoid financial gaps by addressing the full spectrum of their financial past, present, and future.

Apr 2019 - Present

Managing Associate

White Rhino Financial
Jan 2015 - Mar 2019

President

Lee Capital Group
Jan 2007 - May 2010

Registered Representative

Metlife

New York, Ny, Us

Feb 2003 - Jul 2007
2 education records

Leesa Lee education

Bachelor Of Science (Bs), Psychology

Oklahoma State University

Law

Oklahoma City University School Of Law
FAQ

Frequently asked questions about Leesa Lee

Quick answers generated from the profile data available on this page.

What company does Leesa Lee work for?

Leesa Lee works for Elevate Planning.

What is Leesa Lee's role at Elevate Planning?

Leesa Lee is listed as Do you want to be rich, or do you want to be absolutely certain that you will never be poor? at Elevate Planning.

What is Leesa Lee's email address?

AeroLeads has found 1 work email signal at @ft.newyorklife.com for Leesa Lee at Elevate Planning.

What is Leesa Lee's phone number?

AeroLeads has found 3 phone signal(s) with area code 832, 682 for Leesa Lee at Elevate Planning.

Where is Leesa Lee based?

Leesa Lee is based in Austin, Texas, United States while working with Elevate Planning.

What companies has Leesa Lee worked for?

Leesa Lee has worked for Elevate Planning, White Rhino Financial, New York Life Insurance Company, Lee Capital Group, and Metlife.

How can I contact Leesa Lee?

You can use AeroLeads to view verified contact signals for Leesa Lee at Elevate Planning, including work email, phone, and LinkedIn data when available.

What schools did Leesa Lee attend?

Leesa Lee holds Bachelor Of Science (Bs), Psychology from Oklahoma State University.

What skills is Leesa Lee known for?

Leesa Lee is listed with skills including Insurance, Retirement, Retirement Planning, Financial Services, Finance, Fixed Annuities, Life Insurance, and Disability Insurance.

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