Company Trainer @ American International Assurance, Ltd.
Khee Lee's Education
The American College of Financial Services
Chartered Financial Consultant, ChFC (financial & investing planning for business owners & professionals)
2003 - 2003
The American College of Financial Services
Chartered Life Underwriter (Financial Planning and Services)
2000 - 2003
CFP Board
Certified Finanical Planner (CFP) (financial & investing planning for high income individuals)
2002 - 2002
Life Office Management Institute (LOMA)
Fellow, Life Management Institute (FLMI) (Life office management)
1996 - 1997
National University of Singapore
Bachelor of Arts - BA (Double majorin in political science & psychology, (minor in economics & malay studies))
1989 - 1992
Khee Lee's Skills
Wealth Management
Financial Advisory
Estate Planning
Investments
Strategic Financial Planning
Trusts
Mutual Funds
Retirement Planning
Life Insurance
Financial Services
Khee Lee's Summary
Khee Lee, based in Sarawak, Malaysia, is currently a Licensed Financial Planner Rep at Areca Capital Sdn Bhd, bringing experience from previous roles at Standard Financial Adviser Sdn Bhd, LKC Integrated Estate Planning & Advisory and American International Assurance, Ltd.. Khee Lee holds a 2003 - 2003 Chartered Financial Consultant, ChFC in financial & investing planning for business owners & professionals @ The American College of Financial Services. With a robust skill set that includes Wealth Management, Financial Advisory, Estate Planning, Investments, Strategic Financial Planning and more, Khee Lee contributes valuable insights to the industry. Khee Lee has 2 emails and 2 mobile phone numbers on RocketReach.