Mikael Lee Email & Phone Number

Mikael Lee Email & Phone Number

Co-Founder and Wealth Management Advisor @ Wealth Management, Inc.

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Mikael Lee's Location

California, United States

Mikael Lee's Work

Mikael Lee's Education

  • Utah State University

    (Financial Management, Finance)

Mikael Lee's Skills

  • Customer Service
  • Financial Services
  • Investment Strategies
  • Multi Generational Wealth Transfer
  • Portfolio Management
  • Investments
  • Finance
  • Holistic Financial Planning
  • Retirement
  • Insurance

Mikael Lee's Summary

Mikael Lee, based in California, United States, is currently a Co-Founder and Wealth Management Advisor at CAP Wealth Management LLC, bringing experience from previous roles at MassMutual Northern California, Metlife Premier Client Group of Pacific, Wells Fargo Advisors, LLC and USBancorp Investment. Mikael Lee holds a Utah State University. With a robust skill set that includes Customer Service, Financial Services, Investment Strategies, Multi Generational Wealth Transfer, Portfolio Management and more, Mikael Lee contributes valuable insights to the industry. Mikael Lee has 4 emails and 1 mobile phone number on RocketReach.

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