Raymond Lee Email & Phone Number

Transamerica Financial Advisors, Inc's. financial professionals may only transact business they are appropriately licensed to offer and in states where they are registered. Any individual communication trying to effect a transaction in securities for compensation or the rendering of personalized investment advice for a fee will not be made to persons in states where the financial professional is not registered.Securities and Investment Advisory Services offered through Transamerica Financial Advisors, Inc. (TFA), Member FINRA, MSRB, SIPC, and federally Registered Investment Advisor. 3343793WFGIA Headquarters: 11315 Johns CreekParkway, Suite 200, Johns Creek, GA 30097-1517.Phone: 770.453.9300TFA Headquarters: 570 Carillon Parkway, St.Petersburg, FL 33716. Phone: 770.248.3271

The Heartland Institude Of Financial Education

Instructor representing the Heartland Institute of Financial Education (HIFE). HIFE is a non-profit organization that partners with Colleges and Universities through the United States. We offer workplace learning on-site at a corporation or organization in the area of comprehensive financial wellness for employees. HIFE understands that corporations that provide retirement benefits (i.e. 401(k), 403(b), other types of retirment plans) have a fiduciary responsibility to educate their people in this area and many companies are unclear as to where to go to get this kind of information. Unlike many investment companies, our non-solicitous approach allows us to provide objective financial education not just about retirement, but also debt management, children's education, and proper protection strategies for families and their assets. We look forward to have the opportunity to show corporations and organizations more about the basic courses, which include Building a Financial Foundation as well as more specific elective courses, which include Retirement Planning, Maximizing Your 401(k), and Tax Planning Strategies. Benefits of these programs include 1) proactive compliance with ERISA laws through a FINRA recognized, college and university endorsed, non-profit organization with little to no cost to the employer, 2) an increase in employee productivity by relieving stress and eliminating lost time from personal financial struggles through proper planning techniques, and 3) overall more financially responsible employees.In addition to just meeting their fiduciary duties, many companies strive to be the "company of choice" in their industry to attract the best talent to build their company around. This type of benefit can provide a competetive advantage in an era when people realize that the ability to properly manage their money is as equally important as the money they make.

Greater Los Angeles Area

Certified College Consultant representing the Heartland Institute of Financial Education with the goal of providing the opportunity for every eligible and willing student to attain a college degree.

Pasadena

Bachelor'S Degree, Business Economics With Emphasis In Accounting

Chinese Language And Literature