Gerald Lee, Esq.

Specialization

The majority of Gerald's clients are medical professionals; most of whom founded and now run their own businesses. While they are in many different specialties, they share a belief in the future in ensuring their income and in their respective abilities to influence that future.  As business people, they realize the value of getting quality help, which is why many of them rely on Gerald to help them with their financial futures.

Success

With a career spanning over 20 years, Gerald has seen his clients during the highs and lows. By applying sound financial principles in his own life, he has been able to see firsthand the power of a solid and secure investment strategy. Now, many years later, he continues to share that philosophy with his clients.

Commitment to Education

Gerald invests first in himself. This is most evident in his commitment to ongoing education. He believes that only by keeping ahead of the fast-paced changes in our economy he can be of optimum value to his clients. In addition to his degree in economics and meeting the base requirements for his industry, Gerald has graduated from law school, passed the CA bar exam and has been admitted to practice law in the state of California.  Each of these additional levels of education enable Gerald to better serve the needs of his diverse client base.