Richard Lee
About Richard Lee
Richard Lee is a Financial Representative at Western & Southern Financial Group, where he has worked since 2015. He holds a Bachelor of Arts in Economics from San Diego State University and has extensive experience in financial services and real estate.
Work at Western & Southern Financial Group
Richard Lee has been employed as a Financial Representative at Western & Southern Financial Group since 2015. He has accumulated nine years of experience in this role, which is based in Cincinnati, Ohio. His responsibilities include providing a variety of financial services, such as life and health insurance, mortgage protection, and retirement planning. This position allows him to leverage his extensive knowledge in financial advising to assist clients in achieving their financial goals.
Education and Expertise
Richard Lee studied at San Diego State University, where he earned a Bachelor of Arts degree in Economics from 2003 to 2006. His educational background provides a solid foundation for his career in finance and real estate. In addition to his degree, he holds a California real estate license, which he has maintained since 2005, indicating his commitment to the real estate sector and enhancing his expertise in financial services.
Background in Real Estate
Richard Lee has a significant background in real estate, having worked at California Capital & Investments Group as a Realtor, Mortgage Specialist, and Assistant Manager from 2006 to 2009. His experience in these roles contributed to his understanding of both residential and commercial property investment consulting. He has also been affiliated with the San Diego Association of Realtors, California Association of Realtors, and National Association of Realtors, underscoring his professional connections in the industry.
Insurance Services and Licensing
Richard Lee is licensed to provide insurance services in 48 states, showcasing his broad reach in the insurance industry. His specialization includes a diverse range of financial services, which allows him to cater to various client needs. He focuses on areas such as retirement, succession, and estate planning, emphasizing the importance of long-term financial security for his clients.