Lee's background includes over 20 years of serving clients with investment needs
across the U.S. and off-shore. He's provided consistent value and returns to individuals
and institutional clients while maintaining the importance of urgency and good timing.
Lee has worked as a financial advisor with Morgan Stanley in Beverly Hills. While there
he co-founded the University Group with a colleague. The group focused on providing
financial services including home mortgage lending to professors and medical specialists
in Los Angeles and through out California. It was during his time at Morgan Stanley that
Lee gained a valuable understanding of the Los Angeles real estate market specifically
in Malibu. He's also had experience as a mortgage loan originator with a super regional bank.
Lee believes that Malibu is the "Oh Wow" of true value. A wonderful place
with this magnetic attraction. When you're there you just don't want to leave..
Lee has a network of community and personal contacts in Malibu and throughout
Los Angeles that he's established over many years. His passion for real estate and
the opportunity have aligned. Utilizing his years of experience and natural ability to
connect with his clients on a deeper level. He helps his clients to achieve their
real estate hopes, dreams, and investment goals.
" A home is a lifestyle investment with emphasis on the need for comfort and happiness. When a client
is buying a property for home residence or investment its a lifestyle decision. My purpose as a real
estate professional is to successfully guide my clients through this lifestyle value process."
Lee supports numerous charities and community organizations that include the Malibu Boys Girls Club, Malibu
Chamber of Commerce, Pepperdine University, St Jude, and the California Community Foundation.
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