Samuel Lee Email

Financial Planner @ Signature Resources Capital Management, LLC

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Samuel Lee Location

Newport Beach, CA, US

Samuel Lee Work

Wealth Management Advisor @ (November 2025 - Present)
Financial Planner @ (November 2025 - Present)
Financial Services Executive @ (November 2025 - Present)
Managing Associate @ (January 2025 - November 2025)
Financial Services Executive @ (April 2023 - November 2025)
Co-Founder @ ShopSwap LLC (July 2018 - October 2022)

Samuel Lee Education

Michigan State University
Bachelor of Arts - BA (Business, Management, Marketing, and Related Support Services)

Samuel Lee Summary

Samuel Lee, based in Newport Beach, CA, US, is currently a Financial Planner at Statera Asset Management. Samuel Lee brings experience from previous roles at Statera Asset Management, Statera and GoldBook Financial. Samuel Lee holds a Bachelor of Arts - BA in Business, Management, Marketing, and Related Support Services @ Michigan State University. Samuel Lee has 2 emails on RocketReach.

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