Edward Lee was born in Youngstown, OH, but has called the City of Corona home for over forty years. He currently lives there with his mini labradoodle, Penny.
Edward Lee
Wealth Management Advisor|CLU®, ChFC®, CASL®, AEP®, CFP®
Personal
Professional
Licenses and Designations
Edward Lee currently holds his 6, 63, 65, 26 and 7 Securities Licenses and the following designations:
- Earned CLU® Designation in 2011
- Earned ChFC® Designation in 2011
- Earned CASL® Designation in 2012
- Earned CERTIFIED FINANCIAL PLANNER™ Professional designation in 2012
Associations and Memberships
- Member of NAIFA (National Association of Insurance and Financial Advisors)
- Riverside County Estate Planning Council
- Member of the Victoria Club
Awards and Recognition
- National Quality Award 2010
- Award recognizing persistency and performance
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to support the Corona-Norco United Way.
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Here are my areas of expertise
Financial Planning
Retirement Planning & Income Strategies
Wealth Management
Tax-Efficient Strategies
Investment Planning & Strategies
Business Planning & Succession
Advisory Services
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
